THE COOPER ROYALL FOUNDATION (EIN 844283368) - 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

2020

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

THE COOPER ROYALL FOUNDATION, founded in 2020, is a small nonprofit in the Human Services sector that reported $170K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 31% operating margin.

Mission

Providing resources to organizations and programs that support individuals with intellectual disabilities and their families

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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 $179,880

Program Service Revenue $0

Investment Income $0

Other Revenue $-10,056

TOTAL REVENUE $169,824

Expense Breakdown

Grants Paid $111,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $4,995

TOTAL EXPENSES $116,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,824	$130,932	+0.3%
Expenses	$116,645	$47,340	+1.5%
Net Income	$53,179	$83,592	-0.4%

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
Richard Cerretti	Director	2.00	Director	$0	$0	$0
Michael Kessler	Director	2.00	Director	$0	$0	$0
Kristin McMahon	Director	2.00	Director	$0	$0	$0
Cameron Barradale	Treasurer	4.00	Officer	$0	$0	$0
Katherine Barradale	President	4.00	Officer	$0	$0	$0
Taryn Thompson	Secretary	2.00	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
2024	$169,824	$116,645	$292,610	$53,179
2023	$130,932	$47,340	$283,681	$83,592
2023	$130,932	$47,340	$283,681	$83,592
2022	$178,567	$113,969	$130,081	$64,598

THE COOPER ROYALL FOUNDATION