KIRKLAND & ELLIS FOUNDATION (EIN 363160355) - 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

1981

Legal Domicile

Principal Officer

DANIEL LAYTIN

Phone

3128624045

Tax Period

2023-01-01 to 2023-12-31

KIRKLAND & ELLIS FOUNDATION, founded in 1981, is a community nonprofit that reported $8.6M in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $10.5M exceeded revenue, resulting in a 22% operating deficit.

Mission

PROVIDES FINANCIAL SUPPORT TO NON-FOR-PROFIT CHARITABLE ORGANIZATIONS EXEMPT FROM TAX UNDER SECTION 501(C)(3).

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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 $8,014,107

Program Service Revenue $0

Investment Income $550,323

Other Revenue $21,510

TOTAL REVENUE $8,585,940

Expense Breakdown

Grants Paid $10,470,824

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,470,824

Other Expenses $15

TOTAL EXPENSES $10,470,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,585,940	$17,916,127	-0.5%
Expenses	$10,470,839	$14,778,995	-0.3%
Net Income	$-1,884,899	$3,137,132	-1.6%

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

N/A

Employees

N/A

Volunteers

N/A

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
KRISTIN L MENDOZA	PRESIDENT/DIRECTOR	0.20	Officer Director	$0	$0	$0
DAVID A HANDLER	DIRECTOR	0.20	Director	$0	$0	$0
MIKAAL SHOAIB	DIRECTOR	0.20	Director	$0	$0	$0
SETH D TRAXLER	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER LEVY	SECRETARY/TREASURER	0.20	Officer Director	$0	$0	$0
JAI AGRAWAL	DIRECTOR	0.20	Director	$0	$0	$0
JASON KANNER	DIRECTOR	0.20	Director	$0	$0	$0
LEO PLANK	DIRECTOR	0.20	Director	$0	$0	$0
DANIEL LAYTIN	PRESIDENT/DIRECTOR	0.20	Officer 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	No data	No data	No data	No data
2023	$8,585,940	$10,470,839	$12,330,508	$-1,884,899
2022	$17,916,127	$14,778,995	$13,765,428	$3,137,132
2021	$4,205,128	$5,516,076	$10,627,795	$-1,310,948
2020	$6,272,180	$5,664,091	$11,938,742	$608,089
2019	$4,588,557	$5,008,763	$11,330,664	$-420,206

KIRKLAND & ELLIS FOUNDATION