THE KALEIDOSCOPE INSTITUTE (EIN 364609161) - 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

2007

Legal Domicile

Principal Officer

REV JULIE BOLEYN

Phone

6262828644

Tax Period

2023-01-01 to 2023-12-31

THE KALEIDOSCOPE INSTITUTE, founded in 2007, is a small nonprofit in the Education sector that reported $302K in total revenue in fiscal year 2023.

Mission

THE PRIMARY MISSION AND PURPOSE IS TO TRAIN LAY AND ORDAINED LEADERS OF THE CHURCH AND OTHER NONPROFIT ENTITIES TO MEET THE CHALLENGES OF DIVERSITY AND RAPID CHANGES IN THE COMMUNITIES IN WHICH THEY SERVE.

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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 $8,361

Program Service Revenue $292,545

Investment Income $4

Other Revenue $725

TOTAL REVENUE $301,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $292,579

Fundraising Expenses $0

Program Expenses $223,785

Other Expenses $23,708

TOTAL EXPENSES $316,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301,635	$279,303	+0.1%
Expenses	$316,287	$252,866	+0.3%
Net Income	$-14,652	$26,437	-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

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

$160,534

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV JULIE BOLEYN	Executive Dir.	40.00	Director	$85,588	$15,145	$100,733
REV WILLIAM CRUSE	Director	2.00	Director	$36,099	$1,552	$37,651
REV ERIC H F LAW	Director	40.00	Director	$12,000	$0	$12,000
REV JAMES FIELDER	Director	2.00	Director	$8,200	$0	$8,200
REV ALLISON MARK	Director	2.00	Director	$1,950	$0	$1,950
THE REV DR MARCIA PATTON	Chairman	2.00	Officer Director	$0	$0	$0
KEN HIGGINBOTHAM	Director	2.00	Director	$0	$0	$0
DON CARLILE	Treasurer	2.00	Officer Director	$0	$0	$0
REV WALTER BAIRES	Director	2.00	Director	$0	$0	$0
REV TELLISON GLOVER	Director	2.00	Director	$0	$0	$0
LAURA COLOSKY	Director	2.00	Director	$0	$0	$0
ALEJANDRA ROJAS-BANDA	Director	2.00	Director	$0	$0	$0
JANICE MARIE JOHNSON	Director	2.00	Director	$0	$0	$0
SCOTT HAIGHT	Director	2.00	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	$301,635	$316,287	$63,316	$-14,652
2022	$279,303	$252,866	$76,866	$26,437
2021	$267,084	$288,643	$55,932	$-21,559
2020	$541,833	$581,884	$89,257	$-40,051
2019	$226,365	$332,767	$120,042	$-106,402

THE KALEIDOSCOPE INSTITUTE