CORPORAL CHRISTOPHER KELLY WILLIS FOUNDATION (EIN 202725239) - 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

2004

Legal Domicile

Principal Officer

MICHAEL WILLIS

Phone

2694921040

Tax Period

2023-01-01 to 2023-12-31

CORPORAL CHRISTOPHER KELLY WILLIS FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $74K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $42K, a strong 57% operating margin.

Mission

CCKWF WAS FORMED TO HONOR THE MEMORY OF A BELOVED MARINE. WE PROVIDE COLLEGE SCHOLARSHIPS TO CHILDREN OF U.S. ARMED FORCES WHO HAVE DIED OR BECOME DISABLED IN A COMBAT ZONE.

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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 $53,408

Program Service Revenue $0

Investment Income $23,740

Other Revenue $-2,767

TOTAL REVENUE $74,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,992

TOTAL EXPENSES $31,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,381	$84,204	-0.1%
Expenses	$31,992	$44,267	-0.3%
Net Income	$42,389	$39,937	+0.1%

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
MICHAEL WILLIS	CO-PRESIDENT	4.00	Officer Director	$0	$0	$0
SHAUN WILLIS	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
RON PATTI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARIKO WILLIS	COO/SECRETAR	10.00	Officer Director	$0	$0	$0
FRANK WILLIS	TREASURER	N/A	Officer Director	$0	$0	$0
CHRIS TARKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW VIDOR	DIRECTOR	1.00	Director	$0	$0	$0
BOBBI KELLY WILLIS	DIRECTOR	N/A	Director	$0	$0	$0
CORRINA WILLIS	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN WILLIS	DIRECTOR	N/A	Director	$0	$0	$0
BROOKE WILLIS	DIRECTOR	N/A	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	$74,381	$31,992	$1,101,340	$42,389
2022	$84,204	$44,267	$961,859	$39,937
2021	$167,302	$15,915	$1,133,263	$151,387
2020	$80,474	$15,044	$961,962	$65,430
2019	$86,390	$17,728	$780,963	$68,662
2018	$123,813	$20,070	$606,223	$103,743

CORPORAL CHRISTOPHER KELLY WILLIS FOUNDATION