COFFEE INCLUSIVE

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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

Legal Domicile

Principal Officer

FRANK BARTOLI

Phone

5708777252

Tax Period

2023-07-01 to 2024-06-30

COFFEE INCLUSIVE, founded in 2022, is a small nonprofit that reported $261K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $242K left a modest 7% surplus.

Mission

WE'VE CREATED A SPACE WHERE OUR EMPLOYEES CAN LEARN, FEEL VALUED, AND ARE CONTRIBUTING TO THE COMMUNITY BY PROVIDING DELICIOUS COFFEE AND BAKED GOODS.

Program Service Accomplishments

Program 1

Expenses: $210,174 Revenue: $124,250

PROVIDING EMPLOYMENT FOR THOSE WITH DISABILITIES IN THE COFFEE SHOP.

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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 $136,904

Program Service Revenue $124,250

Investment Income $1

Other Revenue $0

TOTAL REVENUE $261,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,540

Fundraising Expenses $17,068

Program Expenses $210,174

Other Expenses $133,217

TOTAL EXPENSES $241,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,155	$140,423	+0.9%
Expenses	$241,757	$114,331	+1.1%
Net Income	$19,398	$26,092	-0.3%

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

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	Role	Reportable Comp	Other Comp	Total
ELLIE BARTOLI	DIRECTOR	Director	$0	$0	$0
FRANK BARTOLI	PRESIDENT/CE	Officer Director	$0	$0	$0
SHAWN MJ CASEY	DIRECTOR	Director	$0	$0	$0
MARIE DONAHUE	DIRECTOR	Director	$0	$0	$0
RICHARD DRUST	DIRECTOR	Director	$0	$0	$0
JORDAN FRITZ	DIRECTOR	Director	$0	$0	$0
JOSEPH F SAPORITO III	DIRECTOR	Director	$0	$0	$0
ANNIE KEATING	DIRECTOR	Director	$0	$0	$0
JOLEEN LAZECKI	CHAIR	Officer Director	$0	$0	$0
ASHLEY LEIGHTON	DIRECTOR	Director	$0	$0	$0
JODY MEADE	TREASURER	Officer Director	$0	$0	$0
SANDRA NARDONE	DIRECTOR	Director	$0	$0	$0
HARRY O'NEIL	SECRETARY	Officer Director	$0	$0	$0
MARK SOPRANO	DIRECTOR	Director	$0	$0	$0
SALLY VANSCOY	DIRECTOR	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	$261,155	$241,757	$173,633	$19,398
2023	$140,423	$114,331	$26,517	$26,092