KIMBERLY COFFEY FOUNDATION INC (EIN 472295495) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

PATRICIA WUKOVITS

Phone

5169821433

Tax Period

2023-01-01 to 2023-12-31

KIMBERLY COFFEY FOUNDATION INC, founded in 2014, is a small nonprofit in the Education sector that reported $235K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Net assets of $488K represent 25 months of operating reserves.

Mission

EDUCATE THE PUBLIC & HEALTHCARE PROFESSIONALS ABOUT BACTERIAL MENINGITIS AND THE IMPORTANCE OF PREVENTION WITH TWO VACCINES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $227,917

Program Service Revenue $0

Investment Income $0

Other Revenue $7,249

TOTAL REVENUE $235,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,302

Fundraising Expenses $0

Program Expenses $231,580

Other Expenses $147,561

TOTAL EXPENSES $249,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,166	$298,477	-0.2%
Expenses	$249,863	$211,075	+0.2%
Net Income	$-14,697	$87,402	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$95,000

Total Directors

$95,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAYANN FINNEGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
PATRICIA A WUKOVITS	EXECUTIVE DIRECTOR	40.00	Officer Director	$95,000	$0	$95,000
JOHN A WUKOVITS III	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$235,166	$249,863	$488,058	$-14,697
2022	$298,477	$211,075	$507,972	$87,402
2021	$246,085	$143,878	$420,570	$102,207
2021	$246,085	$143,878	$420,570	$102,207
2020	$315,761	$44,962	$313,146	$270,799

KIMBERLY COFFEY FOUNDATION INC