KIRKRIDGE INC (EIN 240791777) - 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

1933

Legal Domicile

Principal Officer

LYDIA WYLIE-KELLERMANN

Phone

6105881793

Tax Period

2024-07-01 to 2025-06-30

KIRKRIDGE INC, founded in 1933, is a small nonprofit in the Religion sector that reported $699K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $874K exceeded revenue, resulting in a 25% operating deficit.

Mission

KIRKRIDGE IS A RETREAT AND STUDY CENTER FOCUSED ON SPIRIT, JUSTICE, AND COMMUNITY

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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 $306,176

Program Service Revenue $198,080

Investment Income $6,896

Other Revenue $187,669

TOTAL REVENUE $698,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,940

Fundraising Expenses $56,832

Program Expenses $727,697

Other Expenses $468,439

TOTAL EXPENSES $874,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$698,821	$480,959	+0.5%
Expenses	$874,379	$742,276	+0.2%
Net Income	$-175,558	$-261,317	-0.3%

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

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
MARISSA METELICA	VICE CHAIR	1.00	Director	$0	$0	$0
ROBB WHITMOYER	CHAIRPERSON	1.00	Director	$0	$0	$0
GRACE AHERSON	TRUSTEE	1.00	Director	$0	$0	$0
FRIDA BERRIGAN	SECRETARY	1.00	Director	$0	$0	$0
EM JACOBY	TREASURER	1.00	Director	$0	$0	$0
ANDY LOVING	TRUSTEE	1.00	Director	$0	$0	$0
QASIM DEWJI	TRUSTEE	1.00	Director	$0	$0	$0
MICAH FIALKA	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET ERNST	TRUSTEE	1.00	Director	$0	$0	$0
DAVE HOWSER	TRUSTEE	1.00	Director	$0	$0	$0
CHERRI MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN ODESSKY	TRUSTEE	1.00	Director	$0	$0	$0
CAROL ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
NAOMI WASHINGTON LEAPHEART	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
2025	$698,821	$874,379	$460,884	$-175,558
2024	$480,959	$742,276	$627,475	$-261,317
2023	$673,101	$619,978	$891,966	$53,123
2022	$933,279	$601,124	$923,946	$332,155
2021	$551,667	$450,999	$813,576	$100,668
2020	$697,948	$655,897	$801,991	$42,051
2019	$687,192	$707,788	$881,632	$-20,596
2018	$627,221	$643,596	$981,653	$-16,375

KIRKRIDGE INC