KOSAIR CHARITIES COMMITTEE INC (EIN 610514703) - 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

1923

Legal Domicile

Principal Officer

JUSTIN RUHL

Phone

5026377696

Tax Period

2023-10-01 to 2024-09-30

KOSAIR CHARITIES COMMITTEE INC, founded in 1923, is a mid-sized nonprofit in the Health Care sector that reported $21.5M in total revenue in fiscal year 2023. Net assets of $327.0M represent 182 months of operating reserves.

Mission

ENHANCE THE HEALTH AND WELL-BEING OF CHILDREN BY DELIVERING FINANCIAL SUPPORT FOR HEALTHCARE, RESEARCH, EDUCATION, SOCIAL SERVICES, AND CHILD ADVOCACY.

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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 $5,029,108

Program Service Revenue $1,443,884

Investment Income $14,728,607

Other Revenue $307,720

TOTAL REVENUE $21,509,319

Expense Breakdown

Grants Paid $15,290,775

Salaries & Benefits $2,758,118

Fundraising Expenses $409,546

Program Expenses $20,015,945

Other Expenses $3,218,653

TOTAL EXPENSES $21,267,546

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,509,319	$20,654,282	+0.0%
Expenses	$21,267,546	$21,544,289	0.0%
Net Income	$241,773	$-890,007	-1.3%

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

185

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

$570,844

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRK CARTER	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID OWEN	TRUSTEE	3.00	Director	$0	$0	$0
KENNETH E REISS	CHAIRMAN	3.00	Officer Director	$0	$0	$0
LARRY CRAIG	BOARD MEMBER	3.00	Director	$0	$0	$0
HARRY LUSK	BOARD MEMBER	3.00	Director	$0	$0	$0
DWIGHT MADDOX	BOARD MEMBER	3.00	Director	$0	$0	$0
PATRICK MILLER	VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
DAVID NICHOLSON	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID L SCHEU	SECRETARY	3.00	Officer Director	$0	$0	$0
GLEN E STUCKEL	BOARD MEMBER	3.00	Director	$0	$0	$0
TIMOTHY HALL	BOARD MEMBER	3.00	Director	$0	$0	$0
BILL KINMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN SHOFNER	BOARD MEMBER	3.00	Director	$0	$0	$0
JIM SZOFER	BOARD MEMBER	3.00	Director	$0	$0	$0
RICH WILLIAMS	BOARD MEMBER	3.00	Director	$0	$0	$0
SHAWN BEASLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
STEVE HUESTON	BOARD MEMBER	3.00	Director	$0	$0	$0
RICH TINSLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
TOM HARPER	BOARD MEMBER	3.00	Director	$0	$0	$0
LARRY MANN	BOARD MEMBER	3.00	Director	$0	$0	$0
TOM O'BRYAN	BOARD MEMBER	3.00	Director	$0	$0	$0
RICHARD WEBB	BOARD MEMBER	3.00	Director	$0	$0	$0
OWEN WETZEL	BOARD MEMBER	3.00	Director	$0	$0	$0
BOBBY BAILEY	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMES SCHLISE	BOARD MEMBER	3.00	Director	$0	$0	$0
RONNIE WAIZ	BOARD MEMBER	3.00	Director	$0	$0	$0
DWAYNE HOLTHOUSER	BOARD MEMBER	3.00	Director	$0	$0	$0
AIMEE SAPP	SR VICE PRESIDENT, CFO	40.00	Officer	$212,153	$42,228	$254,381
BARRY DUNN	PRESIDENT	40.00	Officer	$275,128	$41,335	$316,463
JASON WILSON	SR VP OF REGIONAL DEVELOPMENT	40.00	Highest	$129,812	$26,528	$156,340
ROY CRAWFORD	VP OF INFORMATION TECHNOLO	40.00	Highest	$141,711	$30,468	$172,179
BETH DENHAM	SR VP OF DEVELOPMENT	40.00	Highest	$139,877	$27,494	$167,371
CHRIS WILLIAMS	SR VP OF COMMUNICATIONS	40.00	Highest	$121,488	$17,385	$138,873
STEPHANIE SMITH	VP OF EVENTS & OUTREACH	40.00	Highest	$100,560	$20,568	$121,128

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
2024	$21,509,319	$21,267,546	$346,804,574	$241,773
2023	$20,654,282	$21,544,289	$285,961,659	$-890,007
2022	$19,894,350	$18,080,798	$258,913,712	$1,813,552
2021	$23,053,795	$24,879,760	$326,895,406	$-1,825,965
2020	$16,350,128	$21,762,725	$279,450,778	$-5,412,597
2019	$17,732,900	$15,380,516	$270,604,259	$2,352,384
2018	$21,569,233	$16,105,349	$277,409,796	$5,463,884

KOSAIR CHARITIES COMMITTEE INC