THE KELLY REEVES MEMORIAL FOUNDATION (EIN 208873039) - 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

2007

Legal Domicile

Principal Officer

CATHERINE REEVES

Phone

3306882056

Tax Period

2023-01-01 to 2023-12-31

THE KELLY REEVES MEMORIAL FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $467K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. Expenses of $412K left a modest 12% surplus.

Mission

CONTRIBUTIONS TO LOCAL PUBLIC CHARITIES IN MEMORY OF KELLY REEVES

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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 $0

Program Service Revenue $392,942

Investment Income $21,994

Other Revenue $52,379

TOTAL REVENUE $467,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $398,465

Other Expenses $412,399

TOTAL EXPENSES $412,399

Year-over-Year Comparison

	2023	2022	Change
Revenue	$467,315	$245,154	+0.9%
Expenses	$412,399	$249,862	+0.7%
Net Income	$54,916	$-4,708	-12.7%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
CHERYL WELLS	ASST SEC/DIR	Director	$0	$0	$0
KATHRYN KLABEN	SEC/DIRECT	Director	$0	$0	$0
CATHERINE REEVES	TREAS/DIRECT	Officer	$0	$0	$0
BOB REEVES	PRES/DIRECT	Officer	$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	$467,315	$412,399	$278,013	$54,916
2022	$245,154	$249,862	$223,097	$-4,708
2021	$300,877	$272,790	$227,805	$28,087
2020	$149,815	$144,969	$199,718	$4,846
2019	$169,162	$137,274	$194,872	$31,888

THE KELLY REEVES MEMORIAL FOUNDATION