KELLYN FOUNDATION (EIN 262623498) - 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

2008

Principal Officer

ERIC J RUTH

Phone

6107308860

Tax Period

2024-01-01 to 2024-12-31

KELLYN FOUNDATION, founded in 2008, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum.

Mission

THE KELLYN FOUNDATION IS A 501C(3) NON-PROFIT CORPORATION WITH A MISSION TO DEVELOP, SUPPORT, FACILITATE AND IMPLEMENT PROGRAMS THAT ENCOURAGE FAMILY AND COMMUNITY PHYSICAL AND EMOTIONAL WELLNESS. WE FOCUS ON HEALTHY LIFESYLES THAT CAN BE SUSTAINED AND TAUGHT TO FUTURE GENERATIONS, WHILE HELPING TO REDUCE THE INDIVIDUAL, FAMILY, COMMUNITY AND NATIONAL CHRONIC DISEASE BURDEN.

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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 $449,583

Program Service Revenue $605,857

Investment Income $0

Other Revenue $674

TOTAL REVENUE $1,056,114

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,476

Fundraising Expenses $0

Program Expenses $845,328

Other Expenses $536,592

TOTAL EXPENSES $1,039,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,056,114	$730,449	+0.4%
Expenses	$1,039,068	$843,239	+0.2%
Net Income	$17,046	$-112,790	-1.2%

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

$49,583

Total Directors

$49,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC J RUTH	CEO	40.00	Officer Director	$49,583	$0	$49,583
MEAGAN L GREGA	CHIEF MEDICA	40.00	Officer Director	$0	$0	$0
ERIC FONTANEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY FRANK	BOARD MEMBER	2.00	Director	$0	$0	$0
KAITLYN PAULY	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA RECCHIA	BOARD MEMBER	2.00	Director	$0	$0	$0
MARC RITTLE	BOARD MEMBER	2.00	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	$1,056,114	$1,039,068	$268,401	$17,046
2023	$730,449	$843,239	$287,802	$-112,790
2022	$733,869	$773,043	$350,727	$-39,174
2021	$731,711	$740,011	$350,533	$-8,300
2020	$556,364	$517,580	$341,253	$38,784

KELLYN FOUNDATION