KINGSWOOD SENIOR LIVING COMMUNITY … - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

DIANNE KRAMER

Phone

8164423284

Tax Period

2024-01-01 to 2024-12-31

KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $618K in total revenue in fiscal year 2024. Revenue surged 173% from the prior year, signaling strong growth momentum. The organization ran a surplus of $491K, a strong 79% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT FOR FACILITIES, EQUIPMENT AND PROGRAMS OPERATED BY KINGSWOOD SENIOR LIVING COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $121,330 Revenue: $0

THE KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION, A SECTION 501(C)(3) ORGANIZATION PROVIDES SUPPORT FOR THE KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC., ANOTHER SECTION 501(C)(3)...

THE KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION, A SECTION 501(C)(3) ORGANIZATION PROVIDES SUPPORT FOR THE KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC., ANOTHER SECTION 501(C)(3) ORGANIZATION.THE FOUNDATION SUPPORTS KINGSWOOD'S ROLE AS ONE OF KANSAS CITY'S OLDEST AND MOST ESTEEMED RETIREMENT COMMUNITIES. THE FOUNDATION ALSO SUPPORTS INITIATIVES THAT CONTRIBUTE TO KINGSWOOD'S STRATEGIC AND LONG-RANGE PLAN.

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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 $535,352

Program Service Revenue $0

Investment Income $91,990

Other Revenue $-9,043

TOTAL REVENUE $618,299

Expense Breakdown

Grants Paid $62,565

Salaries & Benefits $557

Fundraising Expenses $0

Program Expenses $121,330

Other Expenses $64,356

TOTAL EXPENSES $127,478

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,299	$226,484	+1.7%
Expenses	$127,478	$268,678	-0.5%
Net Income	$490,821	$-42,194	-12.6%

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

$91,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ADAMS	SECRETARY (TERM ENDED)	0.50	Officer Director	$0	$0	$0
RICHARD LANE	TRUSTEE (TERM ENDED)	0.50	Director	$0	$0	$0
LARRY TAFT	TREASURER	0.50	Officer Director	$0	$0	$0
VICKIE WOLVERTON	CHAIR	0.50	Officer Director	$0	$0	$0
JOHN YOUNGER	TRUSTEE	0.50	Director	$0	$0	$0
JUDY VICKREY	VICE CHAIR (TERM ENDED)	0.50	Officer Director	$0	$0	$0
MARVIN SWANSON	TRUSTEE	0.50	Director	$0	$0	$0
GARY WARRINER	TRUSTEE	0.50	Director	$0	$0	$0
SHEILA LILLIS	TRUSTEE	0.50	Director	$0	$0	$0
DIANNE KRAMER	FOUNDATION DIRECTOR	40.00	Officer	$0	$895	$91,320
SERGIO DEL PINO	KINGSWOOD EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$0
MAI SIMMONS	DIRECTOR OF FINANCE	1.00	Highest	$0	$9,384	$132,988

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	$618,299	$127,478	$1,775,216	$490,821
2023	$226,484	$268,678	$1,160,478	$-42,194
2022	$112,815	$243,510	$1,093,657	$-130,695
2021	$366,812	$477,860	$1,424,825	$-111,048
2020	$201,845	$119,009	$1,271,127	$82,836
2019	$161,101	$172,077	$1,161,523	$-10,976
2018	$151,169	$134,650	$1,035,486	$16,519

KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION