KAREN M COZAD MEMORIAL CHARITABLE FUND

EIN: 814375301 501(c)(3) Philanthropy & Grantmaking

AKRON, OH

Total Revenue
$5,904
Total Expenses
$925
Total Assets
$603,585
Net Assets
$603,585
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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
2016
Legal Domicile
OH
Principal Officer
DANIEL J COZAD
Phone
3303764136
Tax Period
2025-01-01 to 2025-12-31

KAREN M COZAD MEMORIAL CHARITABLE FUND, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $6K in total revenue in fiscal year 2025. The organization ran a surplus of $5K, a strong 84% operating margin.

Mission

RELIGIOUS ORGANIZATION WHICH MAKES RELIGIOUS CHARITABLE DONATIONS

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $5,904
Other Revenue $0
TOTAL REVENUE $5,904

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $925
TOTAL EXPENSES $925

Year-over-Year Comparison

2025 2024 Change
Revenue $5,904 $6,197 0.0%
Expenses $925 $925 N/A
Net Income $4,979 $5,272 -0.1%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL J COZAD PRESIDENT N/A
Officer Director
$0 $0 $0
KRISTINE A DEWEY SECRETARY N/A
Officer Director
$0 $0 $0
KATHLEEN P KOLTON TREASURER N/A
Officer 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
2025 $5,904 $925 $603,585 $4,979
2024 $6,197 $925 $598,606 $5,272
2023 $6,484 $720 $593,334 $5,764
2022 $6,766 $968 $587,570 $5,798
2021 $7,043 $795 $581,772 $6,248
2020 $7,314 $8,798 $575,524 $-1,484
2019 $7,581 $907 $577,008 $6,674
2018 $7,971 $31,286 $570,334 $-23,315
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