THE AIMEE COPELAND FOUNDATION INC (EIN 815076946) - 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

2017

Legal Domicile

Phone

4049199213

Tax Period

2025-01-01 to 2025-12-31

THE AIMEE COPELAND FOUNDATION INC, founded in 2017, is a small nonprofit in the Diseases & Disorders sector that reported $167K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Expenses of $203K exceeded revenue, resulting in a 22% operating deficit.

Mission

PROVIDE SUPPORT TO THOSE WITH DISABILITIES

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $124,516

Program Service Revenue $0

Investment Income $9,223

Other Revenue $33,388

TOTAL REVENUE $167,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,285

Other Expenses $203,285

TOTAL EXPENSES $203,285

Year-over-Year Comparison

	2025	2024	Change
Revenue	$167,127	$199,363	-0.2%
Expenses	$203,285	$249,836	-0.2%
Net Income	$-36,158	$-50,473	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIL DYER-COBBS	MEMBER	1.00	Director	$0	$0	$0
BEN OXLEY	MEMBER	1.00	Director	$0	$0	$0
CARA HERZOG	MEMBER	1.00	Director	$0	$0	$0
JACY NORVILLE	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN BRANAN	MEMBER	1.00	Director	$0	$0	$0
KEVIN COBBS	MEMBER	1.00	Director	$0	$0	$0
LINDSAY WILBANKS	MEMBER	1.00	Director	$0	$0	$0
AIMEE D MERCIER	CHAIRPERSON	1.00	Officer	$0	$0	$0
SARAH RICK	SECRETARY	1.00	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	$167,127	$203,285	$559,631	$-36,158
2024	No data	No data	No data	No data
2023	$428,718	$91,676	$646,262	$337,042

THE AIMEE COPELAND FOUNDATION INC