COPELAND COMMUNITY FOUNDATION INC (EIN 844977723) - 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

Principal Officer

PHILIP SMITH

Phone

6203381271

Tax Period

2025-01-01 to 2025-12-31

COPELAND COMMUNITY FOUNDATION INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $141K in total revenue in fiscal year 2025. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 17% operating margin.

Mission

SUPPORT LOCAL CHARITIES AND MISSIONS AND PROVIDE AID FOR THE LESS FORTUNATE AND ANY OTHER BUSINESS WHICH NOT-FOR-PROFIT CORPORATIONS MAY OPERATE IN THE STATE OF KANSAS AND CONSIST WITH SECTION 501(C)3 OF THE INTERNAL REVENUE CODE

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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 (2025)

Revenue Breakdown

Contributions & Grants $70,000

Program Service Revenue $0

Investment Income $71,254

Other Revenue $0

TOTAL REVENUE $141,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,573

Other Expenses $117,746

TOTAL EXPENSES $117,746

Year-over-Year Comparison

	2025	2024	Change
Revenue	$141,254	$76,386	+0.8%
Expenses	$117,746	$61,413	+0.9%
Net Income	$23,508	$14,973	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PENNEY SCHWAB	PRESIDENT	0.00	Officer Director	$0	$0	$0
ROB SMITH	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
SHARLEEN UNRUH	SECRETARY	0.00	Officer Director	$0	$0	$0
PHILIP SMITH	TREASURER	10.00	Officer Director	$0	$0	$0
JOANNE LATHEN	ASSISTANT TREASURER	0.00	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	$141,254	$117,746	$1,227,687	$23,508
2024	$76,386	$61,413	$1,204,179	$14,973
2023	$154,328	$90,031	$1,189,205	$64,297
2022	$131,673	$67,958	$1,124,909	$63,715
2021	$103,552	$69,488	$1,061,194	$34,064
2020	$1,066,617	$39,487	$1,027,130	$1,027,130

COPELAND COMMUNITY FOUNDATION INC