KENDALL & TAYLOR ATKINSON FOUNDATION (EIN 204404637) - 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

2006

Legal Domicile

Principal Officer

JEANNE ATKINSON

Phone

3033491309

Tax Period

2024-01-01 to 2024-08-28

KENDALL & TAYLOR ATKINSON FOUNDATION, founded in 2006, is a micro nonprofit that reported $23K in total revenue in fiscal year 2023. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $103K exceeded revenue, resulting in a 359% operating deficit.

Mission

TO RAISE MONEY FOR CHARITABLE ALLOCATION.

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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 $21,361

Program Service Revenue $0

Investment Income $1,172

Other Revenue $0

TOTAL REVENUE $22,533

Expense Breakdown

Grants Paid $92,513

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,513

Other Expenses $10,935

TOTAL EXPENSES $103,448

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,533	$163,144	-0.9%
Expenses	$103,448	$145,189	-0.3%
Net Income	$-80,915	$17,955	-5.5%

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
STEVE RICE	PRESIDENT	4.00	Officer Director	$0	$0	$0
JEANNE ATKINSON	TREASURER	4.00	Officer Director	$0	$0	$0
SHELLY BEARD	SECRETARY	4.00	Officer Director	$0	$0	$0
RICHARD DICK BEARD	BOARD MEMBER	4.00	Director	$0	$0	$0
ANGIE RICE	BOARD MEMBER	4.00	Director	$0	$0	$0
LINDA JOY WURTZBACHER	BOARD MEMBER	4.00	Director	$0	$0	$0
MATT WURTZBACHER	BOARD MEMBER	4.00	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	$22,533	$103,448	No data	$-80,915
2023	$163,144	$145,189	$80,915	$17,955
2022	$178,816	$196,451	$62,960	$-17,635
2021	$195,999	$143,583	$80,595	$52,416
2019	$334,064	$330,035	$36,387	$4,029
2018	$334,833	$389,220	$7,358	$-54,387

KENDALL & TAYLOR ATKINSON FOUNDATION