THE PAT AND KATE BRADY FAMILY FOUNDATION (EIN 721486482) - 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

2000

Legal Domicile

Principal Officer

ANDREW KOPPLIN

Phone

5045984663

Tax Period

2023-01-01 to 2023-12-31

THE PAT AND KATE BRADY FAMILY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $18K in total revenue in fiscal year 2023.

Mission

THE PAT AND KATE BRADY FAMILY FOUNDATION WAS ORGANIZED SPECIFICALLY FOR THE (CONTINUED ON SCH. O) BENEFIT OF THE GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3.

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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 $-18,027

Other Revenue $0

TOTAL REVENUE $-18,027

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,000

Other Expenses $49,856

TOTAL EXPENSES $144,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-18,027	$-90,383	-0.8%
Expenses	$144,856	$51,050	+1.8%
Net Income	$-162,883	$-141,433	+0.2%

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

$449,264

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANETTE DAVIS-LOEB	DIRECTOR	2.00	Director	$0	$0	$0
TODD BRADY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW KOPPLIN	DIRECTOR	2.00	Director	$0	$55,624	$449,264
CATHERINE FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
PAT BRADY	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$-18,027	$144,856	$2,743,096	$-162,883
2022	$-90,383	$51,050	$2,467,223	$-141,433
2021	$904,042	$196,875	$3,086,950	$707,167
2020	$-77,186	$17,725	$2,799,590	$-94,911
2019	$89,252	$78,019	$2,767,722	$11,233
2018	$136,380	$190,016	$2,394,229	$-53,636

THE PAT AND KATE BRADY FAMILY FOUNDATION