REBECCA A COPELAND FUND FOR SOCIAL JUSTICE (EIN 872167736) - 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

2022

Principal Officer

DAVID COPELAND

Phone

3122423305

Tax Period

2023-01-01 to 2023-12-31

REBECCA A COPELAND FUND FOR SOCIAL JUSTICE, founded in 2022, is a small nonprofit in the Human Services sector that reported $619K in total revenue in fiscal year 2023. Revenue surged 1015% from the prior year, signaling strong growth momentum. The organization ran a surplus of $552K, a strong 89% operating margin.

Mission

THE OVERALL MISSION OF THE RAC FUND FOR SOCIAL JUSTICE IS TO KEEP REBECCA'S DREAM FOR HEALTH EQUITY ALIVE. TO REACH THIS GOAL, THE FUND WILL PROVIDE SCHOLARSHIPS TO LIKE-MINDED UNIVERSITY OF MICHIGAN GRADUATE STUDENTS WHO ARE COMMITTED TO THE SAME VISION AND GOALS AS REBECCA, AND WHO ARE ALSO INVESTING IN DUAL GRADUATE DEGREES THAT COMBINE DEEP TRAINING IN BOTH PUBLIC POLICY/ADVOCACY/SYSTEM REFORM AND HEALTH, INCLUDING PUBLIC HEALTH AND MEDICAL CARE. AS WELL AS, CONTRIBUTE TO OTHER CHARITIES WHO'S MAIN GOAL IS IN LINE WITH PROMOTING HEALTH EQUITY.

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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 $582,226

Program Service Revenue $0

Investment Income $36,645

Other Revenue $0

TOTAL REVENUE $618,871

Expense Breakdown

Grants Paid $61,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,250

Other Expenses $5,619

TOTAL EXPENSES $66,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$618,871	$55,503	+10.2%
Expenses	$66,869	$37,759	+0.8%
Net Income	$552,002	$17,744	+30.1%

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
DAVID COPELAND	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH COPELAND	DIRECTOR	1.00	Director	$0	$0	$0
SARA KOZIN	DIRECTOR	1.00	Director	$0	$0	$0
JASON KOZIN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN COPELAND	DIRECTOR	1.00	Director	$0	$0	$0
MALLORY LUSTVADER	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$618,871	$66,869	$538,722	$552,002

REBECCA A COPELAND FUND FOR SOCIAL JUSTICE