KALEIDA HEALTH FOUNDATION (EIN 161579143) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

CAROL HORTON

Phone

7168818260

Tax Period

2023-01-01 to 2023-12-31

KALEIDA HEALTH FOUNDATION, founded in 1999, is a community nonprofit in the Health Care sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $6.2M exceeded revenue, resulting in a 266% operating deficit.

Mission

TO SOLICIT, MAINTAIN & ENHANCE THE VALUE OF PUBLIC CONTRIBUTIONS TO PROVIDE FINANCIAL SUPPORT TO KALEIDA HEALTH IN THEIR MISSION TO ADVANCE THE HEALTH OF THE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $843,749

Program Service Revenue $0

Investment Income $482,428

Other Revenue $356,131

TOTAL REVENUE $1,682,308

Expense Breakdown

Grants Paid $4,396,818

Salaries & Benefits $768,518

Fundraising Expenses $0

Program Expenses $4,857,929

Other Expenses $984,708

TOTAL EXPENSES $6,150,044

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,682,308	$4,426,025	-0.6%
Expenses	$6,150,044	$8,775,976	-0.3%
Net Income	$-4,467,736	$-4,349,951	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

102

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

$389,925

Total Directors

$389,925

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY VAETH	CHAIR	1.00	Director	$0	$0	$0
NICOLE TZETZO	VICE CHAIR	1.00	Director	$0	$0	$0
MARC ROSENTHAL	SECRETARY	1.00	Director	$0	$0	$0
PAUL BROWN	TREASURER	1.00	Director	$0	$0	$0
RACHEL CAPPELLINO	DIRECTOR	1.00	Director	$0	$0	$0
MARK COLLARD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CONNOLLY	DIRECTOR	1.00	Director	$0	$0	$0
JA'NAY JONES	DIRECTOR (THRU APRIL 2023)	1.00	Director	$0	$0	$0
SEAN KEENAN	DIRECTOR (THRU DEC 2023)	1.00	Director	$0	$0	$0
JOE MANZELLA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MERTZ	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP PANTANO	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ROONEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA SABUDA	DIRECTOR	1.00	Director	$0	$0	$0
SARAH TANBAKUCHI	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WALTER	DIRECTOR (THRU MARCH 2023)	1.00	Director	$0	$0	$0
CAROL HORTON	VICE PRESIDENT	40.00	Officer Director	$358,027	$31,898	$389,925
CHRISTOPHER JORDAN	DIRECTOR DEVELOPMENT	40.00	Highest	$170,021	$20,648	$190,669

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	$1,682,308	$6,150,044	$41,135,409	$-4,467,736
2022	$4,426,025	$8,775,976	$44,474,725	$-4,349,951
2021	$6,911,970	$11,893,349	$51,635,674	$-4,981,379
2020	$4,353,361	$8,322,021	$46,040,798	$-3,968,660
2019	$7,584,209	$11,051,003	$46,443,045	$-3,466,794
2018	$6,911,109	$8,954,101	$47,907,289	$-2,042,992

KALEIDA HEALTH FOUNDATION