Kimberly Kopp Charitable Foundation

Nonprofit profile at a glance

EIN
455393646
IRS 990-EZ coverage
2015–2018
Forms available
Form 990-EZ 2018
Location
Vail, CO, USA
Phone
9704711161
Rating confidence
Limited
Sector
Fund Raising and/or Fund Distribution

Reported finances

Revenue
$0
Expenses
$2,384
Assets
$8,861

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Heather Surridge (President)

People named in this filing

  • Heather Surridge (President)
  • Jerry Peterson (Trustee)
  • Joan Peterson (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing support to individuals with cancer

What it reported doing in 2018

Each year the foundation will sponsor the Daisy Run to raise money to help families that have a parent with cancer

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 36
  • Transparency & Controls: 82
  • Sustainability: 30
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 96%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 3.72; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 8.6% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: -9.2% per year; rating input score 0; 27th percentile among comparable filings
  • Asset growth: -16.8% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 96% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2015 to 2018
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.