KIMBERLY'S FUND INC (EIN 223285838) - 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

1993

Legal Domicile

Principal Officer

CAROL PETRILLO

Phone

9087700811

Tax Period

2021-04-01 to 2022-03-31

KIMBERLY'S FUND INC, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $109K in total revenue in fiscal year 2021. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 51% operating margin.

Mission

KIMBERLY'S FUND INC. WAS FORMED TO RAISE FUNDS FOR FAMILIES IN FINANCIAL NEED DUE TO FAMILY HEALTH CRISIS. RECIPIENTS OF THE ORGANIZATION'S SUPPORT ARE REFERRED TO THE ORGANIZATION BY SOCIAL WORKERS AND HEALTHCARE PROVIDERS AT MEMORIAL SLOAN KETTERING HOSPITAL AS WELL AS OTHER SOURCES

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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 (2021)

Revenue Breakdown

Contributions & Grants $8,800

Program Service Revenue $0

Investment Income $99,821

Other Revenue $0

TOTAL REVENUE $108,621

Expense Breakdown

Grants Paid $34,466

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,466

Other Expenses $18,243

TOTAL EXPENSES $52,709

Year-over-Year Comparison

	2021	2020	Change
Revenue	$108,621	$58,289	+0.9%
Expenses	$52,709	$77,504	-0.3%
Net Income	$55,912	$-19,215	-3.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN BONDI	TRUSTEE	N/A	Officer Director	$0	$0	$0
CAROLYN GIBBONS	TRUSTEE	N/A	Officer Director	$0	$0	$0
CAROL PETRILLO	DIRECTOR	N/A	Officer Director	$0	$0	$0
DANIEL PETRILLO	TRUSTEE	N/A	Officer 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
2022	$108,621	$52,709	$1,370,597	$55,912
2021	$58,289	$77,504	$1,375,461	$-19,215
2020	$77,254	$69,334	$1,038,881	$7,920
2019	$33,963	$61,398	$1,160,661	$-27,435
2018	$40,208	$92,801	$1,181,151	$-52,593

KIMBERLY'S FUND INC