DR JEAN KOFFEL CHARITABLE TRUST

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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

2009

Principal Officer

DAVID A VAN DE WATER

Phone

9204577737

Tax Period

2023-01-01 to 2023-12-31

DR JEAN KOFFEL CHARITABLE TRUST, founded in 2009, is a micro nonprofit in the Education sector that reported $38K in total revenue in fiscal year 2023.

Mission

PROVIDE EDUCATINAL SCHOLARSHIP TO GRADUATING HIGH SCHOOL SENIORS

Program Service Accomplishments

Program 1

Expenses: $38,101

SHEBOYGAN NORTH HIGH SCHOOL 1042 SCHOOL AVENUE, SHEBOYGAN, WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

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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 $0

Program Service Revenue $0

Investment Income $38,101

Other Revenue $0

TOTAL REVENUE $38,101

Expense Breakdown

Grants Paid $38,101

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,101

Other Expenses $0

TOTAL EXPENSES $38,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,101	N/A	N/A
Expenses	$38,101	N/A	N/A
Net Income	$0	N/A	N/A

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

N/A

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 A VAN DE WATER	TRUSTEE	N/A	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
2023	$38,101	$38,101	No data	No data