Coleman Foundation (EIN 952268945) - 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

1963

Legal Domicile

Phone

8584990202

Tax Period

2024-07-01 to 2025-06-30

Coleman Foundation, founded in 1963, is a small nonprofit that reported $729K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $233K, a strong 32% operating margin.

Mission

A supporting organization exclusively for the benefit of nonprofit organizations.

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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 $0

Program Service Revenue $0

Investment Income $728,610

Other Revenue $0

TOTAL REVENUE $728,610

Expense Breakdown

Grants Paid $207,800

Salaries & Benefits $153,239

Fundraising Expenses $0

Program Expenses $207,800

Other Expenses $134,813

TOTAL EXPENSES $495,852

Year-over-Year Comparison

	2024	2023	Change
Revenue	$728,610	$836,819	-0.1%
Expenses	$495,852	$373,244	+0.3%
Net Income	$232,758	$463,575	-0.5%

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

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

$133,200

Total Directors

$133,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pritpal Panesar	President	40.00	Officer Director	$120,000	$0	$120,000
Fumiyo Furr	Treasurer	40.00	Officer Director	$13,200	$0	$13,200
Rod Barham	Board member	2.00	Director	$0	$0	$0
Austin Gontang	Board member	2.00	Director	$0	$0	$0
Candice Orduno-Crouse	Board member	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	$728,610	$495,852	$8,429,019	$232,758
2024	$836,819	$373,244	$8,278,481	$463,575
2023	$608,971	$357,915	$7,908,591	$251,056
2021	$1,187,885	$674,697	$9,516,558	$513,188
2020	$369,568	$545,886	$9,018,187	$-176,318
2019	$2,304,399	$1,340,719	$9,274,994	$963,680

Coleman Foundation