KENDAL ON HUDSON CHARITABLE FUND (EIN 463359139) - 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

2013

Legal Domicile

Principal Officer

JOHN P MCLAUGHLIN

Phone

9149221000

Tax Period

2024-01-01 to 2024-12-31

KENDAL ON HUDSON CHARITABLE FUND, founded in 2013, is a small nonprofit in the Health Care sector that reported $212K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 23% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO FOSTER, PROMOTE, AND SUPPORT PROGRAMS AND SERVICES FOR THE BENEFIT OF OLDER ADULTS BY FUNDRAISING AND DISTRIBUTION OF FUNDS TO OTHER CHARITABLE ORGANIZATIONS WHO SEEK TO CREATE, IMPROVE AND EXECUTE INNOVATIVE PROGRAMS AND SERVICES TO ENHANCE THE FINANCIAL, RECREATIONAL, SOCIAL AND PHYSICAL WELL-BEING OF OLDER ADULTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $119,425

Program Service Revenue $0

Investment Income $92,272

Other Revenue $0

TOTAL REVENUE $211,697

Expense Breakdown

Grants Paid $160,182

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,182

Other Expenses $3,187

TOTAL EXPENSES $163,369

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,697	$180,108	+0.2%
Expenses	$163,369	$140,131	+0.2%
Net Income	$48,328	$39,977	+0.2%

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

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
JOHN P MCLAUGHLIN	CHAIR	4.00	Director	$0	$0	$0
BARRY MORRIS	TREASURER	4.00	Officer Director	$0	$0	$0
TRACEY EVE JOHNSON	DIRECTOR	4.00	Officer Director	$0	$0	$0
ED HANIN	DIRECTOR	4.00	Director	$0	$0	$0
BENJAMIN S HUNTER	DIRECTOR	4.00	Director	$0	$0	$0
JOHN FLACK	DIRECTOR	4.00	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
2024	$211,697	$163,369	$1,892,939	$48,328
2023	$180,108	$140,131	$1,740,024	$39,977
2022	$168,987	$121,871	$1,536,146	$47,116
2021	$183,065	$96,094	$1,698,468	$86,971
2020	$108,941	$80,996	$1,437,807	$27,945
2019	$78,849	$91,165	$1,420,854	$-12,316
2018	$128,883	$70,249	$1,156,844	$58,634

KENDAL ON HUDSON CHARITABLE FUND