KENDAL CHARITABLE FUNDS (EIN 232626425) - 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

1989

Legal Domicile

Principal Officer

VASSAR BYRD

Phone

6103351200

Tax Period

2024-01-01 to 2024-12-31

KENDAL CHARITABLE FUNDS, founded in 1989, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $77K, a strong 34% operating margin.

Mission

TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND AFFILIATES

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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 $98,316

Program Service Revenue $0

Investment Income $127,968

Other Revenue $0

TOTAL REVENUE $226,284

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $79,057

TOTAL EXPENSES $149,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,284	$451,921	-0.5%
Expenses	$149,057	$109,231	+0.4%
Net Income	$77,227	$342,690	-0.8%

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

$869,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA FREEDMAN	CHAIR	3.00	Officer Director	$0	$0	$0
JEFFREY HARNESS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD SCHRAMM	TREASURER	1.00	Officer Director	$0	$0	$0
CARLA WILLIS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN CHURCHILL	MEMBER	1.00	Director	$0	$0	$0
JAMES GREENWOOD	MEMBER	1.00	Director	$0	$0	$0
LEE ANN SULLIVAN	MEMBER	1.00	Director	$0	$0	$0
GRACE TOMPOS	MEMBER	1.00	Director	$0	$0	$0
TARA QUINN	MEMBER - LEFT DEC 2024	1.00	Director	$0	$0	$0
VASSAR BYRD	PRESIDENT & CEO EFFECTIVE JAN 2024	2.50	Officer	$0	$23,179	$447,730
AMY HARRISON	CFO [INTERIM CEO THRU JAN 2024]	2.00	Officer	$0	$54,471	$422,162

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
2025	No data	No data	No data	No data
2024	$226,284	$149,057	$4,700,173	$77,227
2023	$451,921	$109,231	$4,321,897	$342,690
2022	$227,490	$151,717	$3,972,193	$75,773
2021	$226,039	$53,099	$5,128,306	$172,940
2020	$365,031	$134,061	$4,685,477	$230,970
2019	$184,155	$130,788	$4,298,052	$53,367
2018	$243,684	$235,860	$3,887,707	$7,824

KENDAL CHARITABLE FUNDS