THE KENTUCKY BAR FOUNDATION INC (EIN 310968842) - 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

1958

Legal Domicile

Principal Officer

SUSAN H DUNCAN

Phone

5025643795

Tax Period

2024-07-01 to 2025-06-30

THE KENTUCKY BAR FOUNDATION INC, founded in 1958, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.2M, a strong 74% operating margin.

Mission

FURTHER THE PUBLIC'S UNDERSTANDING OF THE JUDICIAL SYSTEM AND THE LEGAL PROFESSION THROUGH PROGRAMS AND PHILANTHROPIC PARTNERSHIPS THAT HELP THOSE IN NEED.

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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 $6,074,675

Program Service Revenue $0

Investment Income $947,183

Other Revenue $32,362

TOTAL REVENUE $7,054,220

Expense Breakdown

Grants Paid $1,365,171

Salaries & Benefits $299,757

Fundraising Expenses $19,627

Program Expenses $1,645,710

Other Expenses $196,118

TOTAL EXPENSES $1,861,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,054,220	$6,415,476	+0.1%
Expenses	$1,861,046	$2,019,594	-0.1%
Net Income	$5,193,174	$4,395,882	+0.2%

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

N/A

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

$80,348

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK N LACKEY JR	DIRECTOR	2.00	Director	$0	$0	$0
NATASHA CAMENISCH LITTLE	DIRECTOR	2.00	Director	$0	$0	$0
G KENT PRICE	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY H HINTON	DIRECTOR	2.00	Director	$0	$0	$0
J ANDREW JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE MCGEHEE-SHACKLETTE	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS G BENGE	DIRECTOR	2.00	Director	$0	$0	$0
J HADDEN DEAN	KBF VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHAWNA M VANHOOK	DIRECTOR	2.00	Director	$0	$0	$0
BRADLEY A CASE	DIRECTOR	2.00	Director	$0	$0	$0
CAITLIN J GRIMES	DIRECTOR	2.00	Director	$0	$0	$0
DEENA G OMBRES	DIRECTOR	2.00	Director	$0	$0	$0
MELINDA T SUNDERLAND	KBF PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
STEPHEN G AMATO	DIRECTOR	2.00	Director	$0	$0	$0
AARON A COLE-FUNFSINN	DIRECTOR	2.00	Director	$0	$0	$0
SADHNA G TRUE	KBF IMMED. PAST PRES.	2.00	Officer Director	$0	$0	$0
REWA MEDHAT ZAKHARIA	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA L CRAVEN	DIRECTOR	2.00	Director	$0	$0	$0
S BETH MOORE	DIRECTOR	2.00	Director	$0	$0	$0
EMILY E WALTERS	KBF PRESIDENT	2.00	Officer Director	$0	$0	$0
MIRANDA D CLICK	DIRECTOR	2.00	Director	$0	$0	$0
RHONDA M COPLEY	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL WAGNER KENNEDY	KBF SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
JUSTICE KELLY THOMPSON	DIRECTOR/ IOLTA TRUSTEE	2.00	Director	$0	$0	$0
JDG JACQUELINE CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
JDG M BRENT HALL	DIRECTOR	2.00	Director	$0	$0	$0
JDG PAUL E CRAFT	DIRECTOR	2.00	Director	$0	$0	$0
JUDITH DAAR	DIRECTOR	2.00	Director	$0	$0	$0
PAUL E SALAMANCA	DIRECTOR	2.00	Director	$0	$0	$0
MELANIE B JACOBS	DIRECTOR	2.00	Director	$0	$0	$0
W FLETCHER SCHROCK	KBA PAST PRESIDENT REPRESENTATIVE	2.00	Officer Director	$0	$0	$0
CHRISTINE L STANLEY	YOUNG LAWYERS DIVISION REPRESENTATIVE	2.00	Director	$0	$0	$0
L MILLER GRUMLEY	DIRECTOR / IOLTA CHAIR	2.00	Director	$0	$0	$0
CLAY M STEVENS	IOLTA SEC-TREAS	2.00	Officer Director	$0	$0	$0
LUTHER DEATON JR	IOLTA TRUSTEE	2.00	Director	$0	$0	$0
RHONDA JENNINGS BLACKBURN	KBA PRES. REP. / IOLTA TRUSTEE	2.00	Director	$0	$0	$0
OLIVIA H GILKISON	IOLTA TRUSTEE	2.00	Director	$0	$0	$0
AMANDA HILL	IOLTA TRUSTEE	2.00	Director	$0	$0	$0
EILEEN M O'BRIEN	IOLTA TRUSTEE	2.00	Director	$0	$0	$0
REBECCA SIMPSON	IOLTA TRUSTEE	2.00	Director	$0	$0	$0
JAMES A DIETZ	IOLTA TRUSTEE	2.00	Director	$0	$0	$0
SUSAN DUNCAN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$80,348

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	$7,054,220	$1,861,046	$22,160,647	$5,193,174
2024	$6,415,476	$2,019,594	$16,375,038	$4,395,882
2023	$3,795,433	$1,319,024	$11,048,589	$2,476,409
2022	$1,475,124	$1,258,442	$8,361,690	$216,682
2021	$1,606,050	$2,266,723	$9,276,329	$-660,673
2020	$1,859,217	$2,190,786	$9,147,873	$-331,569
2019	$1,823,600	$2,011,918	$9,412,691	$-188,318
2018	$1,374,783	$2,932,331	$9,751,391	$-1,557,548

THE KENTUCKY BAR FOUNDATION INC