ELIZABETH COOKE FOUNDATION TRUST

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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

1991

Legal Domicile

Phone

6015455090

Tax Period

2023-01-01 to 2023-12-31

ELIZABETH COOKE FOUNDATION TRUST, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $64K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Net assets of $1.2M represent 216 months of operating reserves.

Mission

CARRYING ON THE CHARITABLE, LITERARY, AND EDUCATIONAL ACTIVITIES OF THE FIRST REGIONAL LIBRARY.

Program Service Accomplishments

Program 1

Expenses: $62,461

CARRYING ON THE CHARITABLE, LITERARY, AND EDUCATIONAL ACTIVITIES OF THE FIRST REGIONAL LIBRARY.

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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 $64,121

Other Revenue $0

TOTAL REVENUE $64,121

Expense Breakdown

Grants Paid $50,188

Salaries & Benefits $10,698

Fundraising Expenses $0

Program Expenses $62,461

Other Expenses $1,575

TOTAL EXPENSES $62,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,121	$93,767	-0.3%
Expenses	$62,461	$49,572	+0.3%
Net Income	$1,660	$44,195	-1.0%

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

N/A

Independent Members

N/A

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
CADENCE BANK	TRUSTEE	2.0		$10,698	$0	$10,698
MR DERICK BIGLANE	BOARD MEMBER	1.0	Officer	$0	$0	$0
MRS JOLEE HUSSEY	BOARD MEMBER	1.0	Officer	$0	$0	$0
MRS EVELYN HUBBARD	BOARD MEMBER	1.0	Officer	$0	$0	$0
MRS MARGARET PRESSLEY	BOARD MEMBER	1.0	Officer	$0	$0	$0
MR MIKE SUMNER	BOARD MEMBER	1.0	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$64,121	$62,461	$1,154,357	$1,660
2022	$93,767	$49,572	$1,157,922	$44,195
2021	$68,994	$43,115	$1,119,720	$25,879
2020	$39,052	$44,960	$1,099,197	$-5,908