COLD AGGLUTININ DISEASE FOUNDATION INC (EIN 842650853) - 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

2019

Legal Domicile

Principal Officer

PATRICIA WATSON

Phone

6782318975

Tax Period

2024-01-01 to 2024-12-31

COLD AGGLUTININ DISEASE FOUNDATION INC, founded in 2019, is a micro nonprofit in the Diseases & Disorders sector that reported $13K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $25K exceeded revenue, resulting in a 103% operating deficit.

Mission

TO FOSTER AND INCREASE PUBLIC AWARENESS AND EDUCATION REGARDING THE DIAGNOSIS, MANAGEMENT AND TREATMENT OF COLD AGGLUTININ DISEASE. IN RETURN, THIS WILL CAUSE A CONTINUOUSLY IMPROVING SYSTEM OF EDUCATION, INFORMATION AND OPPORTUNITIES FOR THOSE DIAGNOSED OR TREATING PATIENTS WITH COLD AGGLUTININ DISEASE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,558

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,096

Other Expenses $25,445

TOTAL EXPENSES $25,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,558	$107,336	-0.9%
Expenses	$25,445	$38,974	-0.3%
Net Income	$-12,887	$68,362	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT WATSON	PRESIDENT	15.00	Director	$0	$0	$0
JO BANTA	VICE PRESIDENT	40.00	Director	$0	$0	$0
TODD CHAMBLEY	TREASURER	3.00	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	$12,558	$25,445	$210,787	$-12,887
2023	$107,336	$38,974	$223,674	$68,362
2022	$108,579	$62,415	$155,312	$46,164
2021	$88,669	$62,882	$109,148	$25,787
2020	$98,742	$15,481	$83,361	$83,261

COLD AGGLUTININ DISEASE FOUNDATION INC