KELLEY FAMILY FOUNDATION (EIN 311614563) - 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

1998

Legal Domicile

Principal Officer

TIMOTHY M KELLEY

Phone

6144438893

Tax Period

2024-07-01 to 2025-06-30

KELLEY FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $180K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $260K exceeded revenue, resulting in a 44% operating deficit.

Mission

TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT ONE OR MORE OF THE PURPOSES OF THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS.

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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 $180,150

Other Revenue $0

TOTAL REVENUE $180,150

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $10,277

TOTAL EXPENSES $260,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,150	$236,270	-0.2%
Expenses	$260,277	$257,292	+0.0%
Net Income	$-80,127	$-21,022	+2.8%

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

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

$361,901

Total Directors

$361,901

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY M KELLEY	PRESIDENT AND CHAIR	1.00	Officer Director	$0	$0	$0
LOREN P BROWN	SECRETARY	1.00	Officer Director	$0	$26,221	$361,901
DANIEL E BRINGARDNER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM KELLER	TRUSTEE	1.00	Director	$0	$0	$0
DONALD W KELLEY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN GROEBER	VICE CHAIR AND TREASURER	1.00	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
2025	$180,150	$260,277	$2,076,711	$-80,127
2024	$236,270	$257,292	$1,987,682	$-21,022
2023	$262,851	$369,523	$1,901,354	$-106,672
2022	$212,770	$371,715	$2,034,722	$-158,945
2021	$120,334	$382,068	$2,696,977	$-261,734
2020	$218,986	$393,231	$2,361,273	$-174,245
2019	$186,149	$441,112	$2,841,997	$-254,963
2018	$397,475	$383,464	$3,209,205	$14,011

KELLEY FAMILY FOUNDATION