THE CHARLES E KUBLY FOUNDATION INC

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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

2003

Legal Domicile

Principal Officer

LINDA LUNDEEN

Phone

4144779959

Tax Period

2023-03-01 to 2024-02-29

THE CHARLES E KUBLY FOUNDATION INC, founded in 2003, is a small nonprofit in the Mental Health sector that reported $463K in total revenue in fiscal year 2023. Expenses of $519K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE CHARLES E KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $424,479

THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2023, $375,463 WAS DISTRIBUTED TO 28 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE...

THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2023, $375,463 WAS DISTRIBUTED TO 28 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION.

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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 $453,687

Program Service Revenue $0

Investment Income $27,352

Other Revenue $-18,424

TOTAL REVENUE $462,615

Expense Breakdown

Grants Paid $375,463

Salaries & Benefits $73,202

Fundraising Expenses $27,258

Program Expenses $424,479

Other Expenses $69,969

TOTAL EXPENSES $518,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$462,615	$464,999	0.0%
Expenses	$518,634	$470,372	+0.1%
Net Income	$-56,019	$-5,373	+9.4%

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

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

$63,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA LUNDEEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
NICK HENGST	TREASURER	1.00	Officer Director	$0	$0	$0
LILY KUBLY	SECRETARY	1.00	Officer Director	$0	$0	$0
ROSA KIM MD	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MEG FETHERSTON KASCH	DIRECTOR	1.00	Director	$0	$0	$0
MARK HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
THAYRE FAUST	DIRECTOR	1.00	Director	$0	$0	$0
DEAN KNAUSS	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY FRITZ	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA RICK	EXECUTIVE DIRECTOR	30.00	Officer	$63,660	$0	$63,660

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
2026	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$462,615	$518,634	$1,587,010	$-56,019
2023	$464,999	$470,372	$1,554,321	$-5,373
2022	$583,441	$393,812	$1,647,046	$189,629
2021	$373,143	$405,341	$1,464,023	$-32,198
2019	$1,066,210	$436,074	$1,191,345	$630,136
2018	$529,547	$395,136	$554,058	$134,411