THE COFFEE TRUST (EIN 800202426) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

WILLIAM FISHBEIN

Phone

5056905834

Tax Period

2024-01-01 to 2024-12-31

THE COFFEE TRUST, founded in 2008, is a small nonprofit in the International Affairs sector that reported $170K in total revenue in fiscal year 2024. Expenses of $150K left a modest 12% surplus.

Mission

TO PROVIDE A WIDE ARRAY OF EDUCATIONAL AND CHARITABLE PROGRAMS TO EDUCATE IMPOVERISHED FARMING FAMILIES ACROSS THE GLOBE WHO RESIDE IN COMMUNITIES WITH POTENTIALLY LUCRATIVE CROPS SUCH AS COFFEE, TEA, CHOCOLATE AND SUGAR.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $170,151

Program Service Revenue $0

Investment Income $166

Other Revenue $0

TOTAL REVENUE $170,317

Expense Breakdown

Grants Paid $10,746

Salaries & Benefits $6,756

Fundraising Expenses $5,720

Program Expenses $123,837

Other Expenses $132,758

TOTAL EXPENSES $150,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,317	N/A	N/A
Expenses	$150,260	N/A	N/A
Net Income	$20,057	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$6,573

Total Directors

$6,573

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM FISHBEIN	EXECUTIVE DI	40.00	Officer	$0	$0	$0
JULIE BARRETT O'BRIEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARINA ORIEL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARK GRIFFITH	SECRETARY/TR	10.00	Officer Director	$6,573	$0	$6,573
JONATHAN ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
RICK PEYSER	DIRECTOR	1.00	Director	$0	$0	$0
DORIE HAGLER	DIRECTOR	1.00	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	$170,317	$150,260	$163,581	$20,057
2022	$134,293	$114,391	$154,096	$19,902
2021	$159,856	$99,518	$134,502	$60,338
2020	$132,175	$78,365	$119,080	$53,810
2019	$245,460	$114,319	$11,025	$131,141

THE COFFEE TRUST