Rogers-Cooper Memorial Foundation (EIN 952534433) - 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

Tax Period

2023-01-01 to 2023-12-31

Rogers-Cooper Memorial Foundation, founded in 1963, is a small nonprofit in the Religion sector that reported $104K in total revenue in fiscal year 2023. The organization ran a surplus of $69K, a strong 67% operating margin.

Mission

The Foundation was formed in 1963 to provide support for The Liberal Catholic Church, Province of the United States, and its parishes, clergy, and laity.

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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 $71,542

Other Revenue $32,020

TOTAL REVENUE $103,562

Expense Breakdown

Grants Paid $33,738

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,738

Other Expenses $481

TOTAL EXPENSES $34,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,562	$109,001	0.0%
Expenses	$34,219	$7,103	+3.8%
Net Income	$69,343	$101,898	-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

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
Rt Rev Lloyd Worley	Board Member	5.00	Director	$0	$0	$0
Heather Donovan	Board Member	5.00	Director	$0	$0	$0
Most Rev William Downey	Registered Agent	5.00	Director	$0	$0	$0
Very Rev Brian Satterlee	President	5.00	Officer Director	$0	$0	$0
Rev Timothy L Donovan	Secretary - Treasurer	5.00	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
2024	No data	No data	No data	No data
2023	$103,562	$34,219	$2,044,951	$69,343
2022	$109,001	$7,103	$1,822,450	$101,898
2021	$138,535	$747	$1,970,911	$137,788
2020	$66,899	$1,379	$1,751,626	$65,520
2019	$79,652	$16,141	$1,571,898	$63,511
2018	$90,333	$126,382	$1,391,359	$-36,049

Rogers-Cooper Memorial Foundation