WILLIAM A & PAULINE K KERN MEMORIAL FUND (EIN 256225858) - 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

1980

Legal Domicile

Phone

4127628660

Tax Period

2024-07-01 to 2025-06-30

WILLIAM A & PAULINE K KERN MEMORIAL FUND, founded in 1980, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $71K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 209 months of operating reserves.

Mission

TO PROVIDE EDUCATIONAL ASSISTANCE TO THE MEMBERS OF THE CONGREGATION OF THE FIRST UNITED PRESBYTERIAN CHURCH OF JEANNETTE.

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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 $0

Program Service Revenue $0

Investment Income $71,121

Other Revenue $0

TOTAL REVENUE $71,121

Expense Breakdown

Grants Paid $59,725

Salaries & Benefits $17,883

Fundraising Expenses $0

Program Expenses $63,302

Other Expenses $374

TOTAL EXPENSES $77,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,121	$41,887	+0.7%
Expenses	$77,982	$79,340	0.0%
Net Income	$-6,861	$-37,453	-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

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	1.0		$17,883	$0	$17,883

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	$71,121	$77,982	$1,239,637	$-6,861
2024	$41,887	$79,340	$1,246,041	$-37,453
2023	$7,712	$80,925	$1,283,742	$-73,213
2022	$84,512	$89,341	$1,356,414	$-4,829
2021	$109,678	$171,599	$1,364,914	$-61,921
2020	$36,032	$76,989	$1,428,025	$-40,957
2019	$256,068	$73,893	$1,468,981	$182,175

WILLIAM A & PAULINE K KERN MEMORIAL FUND