KAL COMM FDN AGNES L BARRETT TUW

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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

1946

Legal Domicile

Phone

4127686324

Tax Period

2025-01-01 to 2025-12-31

KAL COMM FDN AGNES L BARRETT TUW, founded in 1946, is a small nonprofit that reported $281K in total revenue in fiscal year 2025. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 39% operating margin.

Mission

A SUPPORTING ORGANIZATION TO THE KALAMAZOOO COMMUNITY FOUNDATION WHOSE MISSION IS TO MAKE LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER.

Program Service Accomplishments

Program 1

Expenses: $148,932

SUPPORTING THE KALAMAZOO COMMUNITY FOUNDATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $280,535

Other Revenue $0

TOTAL REVENUE $280,535

Expense Breakdown

Grants Paid $144,244

Salaries & Benefits $23,438

Fundraising Expenses $0

Program Expenses $148,932

Other Expenses $2,568

TOTAL EXPENSES $170,250

Year-over-Year Comparison

	2025	2024	Change
Revenue	$280,535	$131,165	+1.1%
Expenses	$170,250	$164,928	+0.0%
Net Income	$110,285	$-33,763	-4.3%

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
N/A	TRUSTEE	1.0		$23,438	$0	$23,438

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	$280,535	$170,250	$3,267,851	$110,285
2024	$131,165	$164,928	$3,157,448	$-33,763
2023	$29,329	$165,718	$3,189,325	$-136,389
2022	$228,676	$160,425	$3,326,110	$68,251
2021	$338,658	$148,262	$3,254,066	$190,396
2020	$193,916	$144,981	$3,065,846	$48,935