COY HEPPER MEMORIAL (EIN 934307578) - 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

2023

Legal Domicile

Principal Officer

EVA HEPPER

Phone

7018989801

Tax Period

2024-01-01 to 2024-12-31

COY HEPPER MEMORIAL, founded in 2023, is a small nonprofit in the Education sector that reported $257K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 41% operating margin.

Mission

TO GIVE SCHOLARSHIPS FOR COLLEGE, SPORTS CAMPS, MEDICAL BENEFITS, MEDICAL TRAVEL EXPENSES, MEMORIAL EVENTS, AND OTHER PEOPLE AND FAMILIES' NEEDS IN COY'S MEMORY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $182,725

Program Service Revenue $67,360

Investment Income $2,470

Other Revenue $4,066

TOTAL REVENUE $256,621

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,143

Other Expenses $117,193

TOTAL EXPENSES $150,193

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,621	$193,737	+0.3%
Expenses	$150,193	$98,376	+0.5%
Net Income	$106,428	$95,361	+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

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
EVA HEPPER	PRESIDENT	3.00	Officer Director	$0	$0	$0
JEFF HEPPER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JADE HEPPER	DIRECTOR	0.50	Director	$0	$0	$0
ABBY HEPPER	DIRECTOR	0.50	Director	$0	$0	$0
KARI HEPPER	DIRECTOR	0.50	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	$256,621	$150,193	$297,165	$106,428
2023	$193,737	$98,376	$190,737	$95,361

COY HEPPER MEMORIAL