RELIV KALOGRIS FOUNDATION (EIN 431722925) - 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

1995

Legal Domicile

Principal Officer

TRACY MONTGOMERY

Phone

6365379715

Tax Period

2025-01-01 to 2025-12-31

RELIV KALOGRIS FOUNDATION, founded in 1995, is a small nonprofit in the Human Services sector that reported $326K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $379K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE NUTRITIONAL PRODUCTS/CASH TO IMPOVERISHED INDIVIDUALS, VICTIMS OF NATURAL DISASTERS AND/OR ORGANIZATIONS THAT PROVIDE SUCH ASSISTANCE

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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 $318,777

Program Service Revenue $0

Investment Income $7,123

Other Revenue $0

TOTAL REVENUE $325,900

Expense Breakdown

Grants Paid $367,477

Salaries & Benefits $0

Fundraising Expenses $75

Program Expenses $367,477

Other Expenses $11,433

TOTAL EXPENSES $378,910

Year-over-Year Comparison

	2025	2024	Change
Revenue	$325,900	$426,224	-0.2%
Expenses	$378,910	$372,487	+0.0%
Net Income	$-53,010	$53,737	-2.0%

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

N/A

Volunteers

700

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
TRACY MONTGOMERY	PRESIDENT, B	5.00	Officer Director	$0	$0	$0
STEVEN D ALBRIGHT	TREASURER, B	1.00	Officer Director	$0	$0	$0
BRETT M HASTINGS	SECRETARY, B	1.00	Officer Director	$0	$0	$0
LISA MCCAIN	DIRECTOR, BO	35.00	Officer Director	$0	$0	$0
DENIS ST JOHN	BOARD MEMBER	1.00	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
2025	$325,900	$378,910	$365,811	$-53,010
2024	No data	No data	No data	No data
2023	$457,621	$439,348	$365,085	$18,273
2022	$519,305	$573,025	$346,812	$-53,720
2021	$579,146	$565,720	$400,532	$13,426
2020	$574,010	$604,730	$387,106	$-30,720

RELIV KALOGRIS FOUNDATION