EJ AND LENORE KAISER AND DAVID E G… - Form 990 Financial Data

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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

2012

Legal Domicile

Principal Officer

JAMES W ST CLAIR

Phone

3049723883

Tax Period

2024-01-01 to 2024-12-31

EJ AND LENORE KAISER AND DAVID E GE FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $174K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Net assets of $1.6M represent 113 months of operating reserves.

Mission

RENOVATE AND RESTORE THE COIN HARVEY HOUSE TO ITS ORIGINAL FORM FROM 1874. PROGRAMS WILL BE DEVELOPED AFTER THE RESTORATION IS COMPLETED.

Program Service Accomplishments

Program 1

Expenses: $165,068

CONTINUED RENOVATION OF HISTORIC PROPERTY. THE RESTORATION OF THE COIN HARVEY HOUSE IS COMPLETE AND THE HOUSE IS NOW OPEN TO PUBLIC.

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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 $174,259

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $174,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,350

Fundraising Expenses $0

Program Expenses $165,068

Other Expenses $112,165

TOTAL EXPENSES $173,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,259	$216,170	-0.2%
Expenses	$173,515	$58,826	+1.9%
Net Income	$744	$157,344	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAYLINN BOWMAN	DIRECTOR	5.00	Director	$0	$0	$0
JOHN BOYLIN	DIRECTOR	5.00	Director	$0	$0	$0
LIZA CALDWELL	DIRECTOR	5.00	Director	$0	$0	$0
JAMES CASTO	DIRECTOR	5.00	Director	$0	$0	$0
DORIS ST CLAIR	SECRETARY	40.00	Officer Director	$0	$0	$0
SAM ST CLAIR	TRUSTEE	5.00	Officer Director	$0	$0	$0
MARY ELIZABETH EMMONS	DIRECTOR	5.00	Director	$0	$0	$0
PRYCE HAYNES	DIRECTOR	5.00	Director	$0	$0	$0
JILL LAFEAR	DIRECTOR	5.00	Director	$0	$0	$0
BETH MCVEY	DIRECTOR	5.00	Director	$0	$0	$0
BILL MEADOWS	DIRECTOR	5.00	Director	$0	$0	$0
JANINA MICHAEL	DIRECTOR	5.00	Director	$0	$0	$0
BRANDON NASSER	DIRECTOR	5.00	Director	$0	$0	$0
ANN RATCLIFF	DIRECTOR	5.00	Director	$0	$0	$0
GERALD SUTPHIN	DIRECTOR	5.00	Director	$0	$0	$0
TED TRIPLETT	DIRECTOR	5.00	Director	$0	$0	$0
STACY WHERLE	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD WILSON	DIRECTOR	5.00	Director	$0	$0	$0
SUE WOODS	DIRECTOR	5.00	Director	$0	$0	$0
JAMES W ST CLAIR	TRUSTEE	5.00	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
2024	$174,259	$173,515	$1,634,209	$744
2023	$216,170	$58,826	$1,633,465	$157,344
2022	$251,046	$4,214	$1,476,121	$246,832
2021	$251,847	$6,780	$1,229,289	$245,067
2020	$241,687	$1,834	$984,222	$239,853
2019	$163,704	$2,299	$674,403	$161,405

EJ AND LENORE KAISER AND DAVID E GE FOUNDATION