KERSHAW'S CHALLENGE (EIN 455554866) - 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

2011

Legal Domicile

Principal Officer

JIM MELSON

Phone

2145078844

Tax Period

2023-01-01 to 2023-12-31

KERSHAW'S CHALLENGE, founded in 2011, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2023.

Mission

PROVIDE FUNDS TO BUILD SCHOOLS AND ORPHANAGES IN ZAMBIA AND SUPPORT OTHER US ORGANIZATIONS.

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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 $3,751,491

Program Service Revenue $0

Investment Income $10

Other Revenue $-595,072

TOTAL REVENUE $3,156,429

Expense Breakdown

Grants Paid $2,512,900

Salaries & Benefits $388,317

Fundraising Expenses $0

Program Expenses $2,512,900

Other Expenses $198,870

TOTAL EXPENSES $3,100,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,156,429	$3,164,051	0.0%
Expenses	$3,100,087	$3,102,248	0.0%
Net Income	$56,342	$61,803	-0.1%

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

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

$65,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN WALNE	CHAIRMAN	2.00	Director	$0	$0	$0
CHARLOTTE CLINTON	DIRECTOR	2.00	Director	$0	$0	$0
DANIELLA GIGLIO	DIRECTOR	2.00	Director	$0	$0	$0
LARRY GLASSCOCK	DIRECTOR	2.00	Director	$0	$0	$0
BOB HALPIN	DIRECTOR	2.00	Director	$0	$0	$0
CATHY BRYCE	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE KRAUS	DIRECTOR	2.00	Director	$0	$0	$0
JED MELSON	DIRECTOR	2.00	Director	$0	$0	$0
DALE PETROSKEY	DIRECTOR	2.00	Director	$0	$0	$0
ROB SAYLES	DIRECTOR	2.00	Director	$0	$0	$0
CLAYTON KERSHAW	PRESIDENT	5.00	Officer	$0	$0	$0
ELLEN KERSHAW	VICE PRESIDENT	10.00	Officer	$0	$0	$0
ANN MARIE HIGGINBOTTOM	TREASURER	40.00	Officer	$57,600	$7,675	$65,275

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	$3,156,429	$3,100,087	$459,339	$56,342
2022	$3,164,051	$3,102,248	$409,579	$61,803
2021	$2,743,691	$2,555,511	$357,482	$188,180
2020	$2,067,642	$2,108,974	$169,302	$-41,332
2019	$2,284,943	$2,281,082	$210,634	$3,861
2018	$2,129,710	$2,132,819	$206,773	$-3,109

KERSHAW'S CHALLENGE