CORONADO FOURTH OF JULY (EIN 853107321) - 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

2021

Principal Officer

JAMIE HARTNETT

Phone

6193471559

Tax Period

2023-10-01 to 2024-09-30

CORONADO FOURTH OF JULY, founded in 2021, is a small nonprofit that reported $243K in total revenue in fiscal year 2023. The organization ran a surplus of $41K, a strong 17% operating margin.

Mission

CORONADO FOURTH OF JULY COMMUNITY COMMEMORATION AND CELEBRATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $243,366

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $243,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $18,322

Program Expenses $167,435

Other Expenses $202,099

TOTAL EXPENSES $202,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,366	$254,085	0.0%
Expenses	$202,099	$216,889	-0.1%
Net Income	$41,267	$37,196	+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

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
DEBRA BALSLEY	DIRECTOR	2.00	Director	$0	$0	$0
DOUG CLARKE	DIRECTOR	2.00	Director	$0	$0	$0
JUDY CLARKE	DIRECTOR	2.00	Director	$0	$0	$0
CARRIE DOWNEY	SECRETARY	8.00	Officer Director	$0	$0	$0
ANDREW GADE	DIRECTOR	2.00	Director	$0	$0	$0
MAGGIE HANNEGAN	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE HARTNETT	PRESIDENT	16.00	Officer Director	$0	$0	$0
BRIDGETTE JORGENSON	TREASURER	8.00	Officer Director	$0	$0	$0
ROBERT KRACHT	DIRECTOR	2.00	Director	$0	$0	$0
LORI LUHNOW	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER STEIN	DIRECTOR	2.00	Director	$0	$0	$0
KATHY SUMMERS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SZYMANSKI	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$243,366	$202,099	$97,102	$41,267
2023	$254,085	$216,889	$60,208	$37,196

CORONADO FOURTH OF JULY