The Kole Family Foundation Inc (EIN 581693956) - 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

1986

Legal Domicile

Principal Officer

JEFFREY KOLE

Phone

9122323555

Tax Period

2018-01-01 to 2018-12-31

The Kole Family Foundation Inc, founded in 1986, is a micro nonprofit that reported $46K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $78K exceeded revenue, resulting in a 71% operating deficit.

Mission

SUPPORT ORGANIZATION FOR SAVANNAH JEWISH COUNCIL, INC.(AKA SAVANNAH JEWISH FEDERATION)

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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 (2018)

Revenue Breakdown

Contributions & Grants $31,000

Program Service Revenue $0

Investment Income $14,834

Other Revenue $0

TOTAL REVENUE $45,834

Expense Breakdown

Grants Paid $74,636

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,386

Other Expenses $3,750

TOTAL EXPENSES $78,386

Year-over-Year Comparison

	2018	2017	Change
Revenue	$45,834	$36,894	+0.2%
Expenses	$78,386	$164,894	-0.5%
Net Income	$-32,552	$-128,000	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD A KOLE	Treasurer	2.00	Officer Director	$0	$0	$0
DEBBIE SHELTON	Vice Chairman	1.00	Officer Director	$0	$0	$0
STEVEN GREENBERG	Director	0.00	Director	$0	$0	$0
BRIAN PURTELL	Director	1.00	Director	$0	$0	$0
DR DAVID BYCK	Director	0.00	Director	$0	$0	$0
SUSAN SLOTIN	Director	0.00	Director	$0	$0	$0
JEFFREY KOLE	Chairman	1.00	Officer Director	$0	$0	$0
LEE ANN KOLE	Director	1.00	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
2018	$45,834	$78,386	$207,868	$-32,552

The Kole Family Foundation Inc