KIMBERLY-SHIRK ASSOCIATION (EIN 237049879) - 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

1969

Legal Domicile

Principal Officer

PAIGE ROUSH

Phone

9097922111

Tax Period

2023-01-01 to 2023-12-31

KIMBERLY-SHIRK ASSOCIATION, founded in 1969, is a small nonprofit in the Unknown sector that reported $446K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $398K left a modest 11% surplus.

Mission

PRESERVATION OF THE KIMBERLY CREST HOUSE AND GARDENS

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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 $113,724

Program Service Revenue $272,267

Investment Income $14,949

Other Revenue $44,981

TOTAL REVENUE $445,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,009

Fundraising Expenses $0

Program Expenses $260,147

Other Expenses $255,869

TOTAL EXPENSES $397,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$445,921	$520,308	-0.1%
Expenses	$397,878	$365,707	+0.1%
Net Income	$48,043	$154,601	-0.7%

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

Volunteers

140

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

$78,314

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA WEST	Executive Dir.	60.00	Officer	$78,314	$0	$78,314
KATHY LOHR	Trustee	1.00	Director	$0	$0	$0
ERIN SANBORN	Secretary	1.00	Officer Director	$0	$0	$0
JAMES COBB	VP / TREASURER	1.00	Officer Director	$0	$0	$0
DAVID GAUTHIER	Trustee	1.00	Director	$0	$0	$0
PEGGY BRIER	Treasurer	1.00	Officer Director	$0	$0	$0
PAIGE ROUSH	President	35.00	Officer Director	$0	$0	$0
NATHAN GONZALES	Trustee	1.00	Director	$0	$0	$0
PAM CLARK	Trustee	1.00	Director	$0	$0	$0
RICHARD KIMBERLY	Trustee	1.00	Director	$0	$0	$0
TONY MUELLER	Trustee	1.00	Director	$0	$0	$0
VICTORIA MARSHALL	Trustee	1.00	Director	$0	$0	$0
SHAN MCNAUGHTON	Trustee	1.00	Director	$0	$0	$0
SUE TOTZKE	Trustee	16.00	Director	$0	$0	$0
DEAN MCVAY	Trustee	1.00	Director	$0	$0	$0
JEREMY KRUIZENGA	Trustee	1.00	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	No data	No data	No data	No data
2023	$445,921	$397,878	$3,505,634	$48,043
2022	$520,308	$365,707	$3,247,845	$154,601
2021	$681,787	$317,261	$3,538,980	$364,526
2020	$250,620	$305,763	$3,147,640	$-55,143
2019	$330,061	$303,526	$3,046,116	$26,535
2018	$468,549	$308,944	$2,812,318	$159,605

KIMBERLY-SHIRK ASSOCIATION