KIMBERTON FARMS SCHOOL TRUST 0049-06-10 (EIN 236234673) - 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

1958

Legal Domicile

Phone

2154196000

Tax Period

2023-01-01 to 2023-12-31

KIMBERTON FARMS SCHOOL TRUST 0049-06-10, founded in 1958, is a micro nonprofit that reported $16K in total revenue in fiscal year 2023. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $61K exceeded revenue, resulting in a 277% operating deficit.

Mission

TO SUPPORT THE KIMBERTON WALDORF SCHOOL, PARTICULARLY FOR, BUT NOT LIMITED TO, USE IN GRANTING FINANCIAL ASSISTANCE TO STUDENTS OF ABILITY WITHOUT MATERIAL MEANS.

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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 $0

Investment Income $16,220

Other Revenue $0

TOTAL REVENUE $16,220

Expense Breakdown

Grants Paid $54,898

Salaries & Benefits $6,299

Fundraising Expenses $0

Program Expenses $58,048

Other Expenses $0

TOTAL EXPENSES $61,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,220	$91,420	-0.8%
Expenses	$61,197	$61,942	0.0%
Net Income	$-44,977	$29,478	-2.5%

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

N/A

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
N/A	TRUSTEE	N/A		$6,299	$0	$6,299

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$16,220	$61,197	$1,322,706	$-44,977
2022	$91,420	$61,942	$1,367,683	$29,478
2021	$125,636	$60,165	$1,338,205	$65,471
2020	$29,415	$60,002	$1,272,734	$-30,587

KIMBERTON FARMS SCHOOL TRUST 0049-06-10