The Coolidge Foundation Incorporat… - Form 990 Financial Data

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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

1947

Legal Domicile

Principal Officer

Keith G Coolidge

Phone

3123722000

Tax Period

2023-07-01 to 2024-06-30

The Coolidge Foundation Incorporated c/o Victoria K Van Meter, founded in 1947, is a micro nonprofit that reported $60K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $69K exceeded revenue, resulting in a 15% operating deficit.

Mission

Support of YMCA of Central Kentucky.

Program Service Accomplishments

Program 1

Expenses: $4,036

Support of YMCA of Central Kentucky Lexington, KY Pursuant to an agreement dated April 11, 1977, and renewed effective July 1, 1997, the Foundation has agreed to support the YMCA of Central Kentucky (successor to the Young Men's Christian Association of Greater Lexington, Inc.) by contributing its net investment income (but not including gains realized from the sale or exchange of any assets) to that organization. The Foundation also leases real estate in Nicholasville, Kentucky known as the Caroline Memorial Community Center to the YMCA at no charge. The YMCA of Central Kentucky is a publicly supported organization of the type described in Section 509(a)(1) of the Internal Revenue Code.

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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 $0

Program Service Revenue $0

Investment Income $59,998

Other Revenue $0

TOTAL REVENUE $59,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,036

Other Expenses $69,243

TOTAL EXPENSES $69,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,998	$68,999	-0.1%
Expenses	$69,243	$4,000	+16.3%
Net Income	$-9,245	$64,999	-1.1%

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

$244,733

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keith G Coolidge	President, Director	0.25	Officer Director	$0	$0	$0
Mark W Coolidge	Vice Pres, Sec, Treas, Dir	0.25	Officer Director	$0	$0	$0
Paula Anderson	Director	0.25	Director	$0	$31,544	$244,733

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	No data	No data	No data	No data
2024	$59,998	$69,243	$1,070,198	$-9,245
2022	$112,202	$29,600	$1,014,444	$82,602
2021	$36,517	$42,400	$931,842	$-5,883
2020	$9,636	$42,400	$937,725	$-32,764

The Coolidge Foundation Incorporated c/o Victoria K Van Meter