KLEIN OAK BAND ASSOCIATION INC (EIN 270124877) - 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

2005

Legal Domicile

Principal Officer

JENNIFER SCHULTZ

Phone

8327275087

Tax Period

2023-07-01 to 2024-06-30

KLEIN OAK BAND ASSOCIATION INC, founded in 2005, is a small nonprofit in the Education sector that reported $353K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $331K left a modest 6% surplus.

Mission

SEE SCHEDULE 0

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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 $196,528

Program Service Revenue $57,189

Investment Income $0

Other Revenue $99,518

TOTAL REVENUE $353,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $330,628

Other Expenses $330,628

TOTAL EXPENSES $330,628

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,235	$274,582	+0.3%
Expenses	$330,628	$297,115	+0.1%
Net Income	$22,607	$-22,533	-2.0%

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

N/A

Volunteers

255

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
JENNIFER SCHULTZ	TREASURER	N/A	Officer	$0	$0	$0
KATY DEBUSK	ASSISTANT TREASURER	N/A	Officer	$0	$0	$0
FRAN SIMS	PRESIDENT	N/A	Officer	$0	$0	$0
KELLIE WHITLEY	VICE PRESIDENT	N/A	Officer	$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	$353,235	$330,628	$104,400	$22,607
2023	$274,582	$297,115	$53,890	$-22,533
2022	$399,854	$478,827	$52,779	$-78,973
2021	$288,520	$187,224	$131,442	$101,296
2020	$284,238	$305,263	$64,207	$-21,025
2019	$357,624	$358,985	$44,735	$-1,361
2018	$347,008	$351,238	$43,111	$-4,230

KLEIN OAK BAND ASSOCIATION INC