The Cornelia Dozier Cooper Endowment Fund Inc (EIN 611164486) - 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

1989

Legal Domicile

Phone

6066795698

Tax Period

2024-07-01 to 2025-06-30

The Cornelia Dozier Cooper Endowment Fund Inc, founded in 1989, is a micro nonprofit that reported $42K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $575K represent 166 months of operating reserves.

Mission

Promote and support performing arts within the Lake Cumberland area. Support school time theater for 40 county area.

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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 (2024)

Revenue Breakdown

Contributions & Grants $52,820

Program Service Revenue $0

Investment Income $31,537

Other Revenue $-42,668

TOTAL REVENUE $41,689

Expense Breakdown

Grants Paid $35,590

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,715

Other Expenses $8,125

TOTAL EXPENSES $43,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,689	$37,768	+0.1%
Expenses	$43,715	$38,991	+0.1%
Net Income	$-2,026	$-1,223	+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

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
Cornelia Cooper	Director	1.00	Director	$0	$0	$0
Rob Thompson	Director	1.00	Director	$0	$0	$0
Charlene Harris	Director	1.00	Director	$0	$0	$0
Kim Garner	Director	1.00	Director	$0	$0	$0
Lisa Blakley	President	10.00	Officer	$0	$0	$0
Peggy Sherry	Secretary	5.00	Officer	$0	$0	$0
Melody Moss	Treasurer	5.00	Officer	$0	$0	$0
Janice Turpen	Vice President	5.00	Officer	$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
2025	$41,689	$43,715	$575,296	$-2,026
2024	No data	No data	No data	No data
2023	$28,636	$22,811	$578,545	$5,825
2022	$38,860	$21,266	$572,720	$17,594
2021	$52,793	$20,990	$555,126	$31,803
2020	$39,735	$19,927	$523,323	$19,808
2019	$73,883	$23,941	$503,515	$49,942

The Cornelia Dozier Cooper Endowment Fund Inc