KNICKERBOCKER EDENS LLC C/O JP MORGAN INVESTMENT MGMT INC (EIN 464299865) - 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

NATALY KALININ

Phone

2126482230

Tax Period

2023-01-01 to 2023-12-31

KNICKERBOCKER EDENS LLC C/O JP MORGAN INVESTMENT MGMT INC, founded in 2013, is a mid-sized nonprofit in the Mutual Benefit sector that reported $16.5M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

PENSION BENEFIT ORAGNIZATION

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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 $0

Program Service Revenue $0

Investment Income $16,504,562

Other Revenue $0

TOTAL REVENUE $16,504,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,504,562	$22,106,210	-0.3%
Expenses	N/A	N/A	N/A
Net Income	N/A	$22,106,210	N/A

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
DAVID C GILLAN	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET ANDRIOLA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS K LEE	DIRECTOR	1.00	Director	$0	$0	$0
ALFRED W DORT	VICE PRESIDENT/TREASURER	1.00	Officer	$0	$0	$0
BRETT T KAHN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
BRIAN OKRENT	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CAMILLE PAULUS	ASSISTANT SECRETARY	1.00	Officer	$0	$0	$0
KAREN M WILBRECHT	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KRYSTINA LEO	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MATTHEW CINCOTTA	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MORGAN LINGLE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
NATALY VALITS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
RHONA J KISCH	SECRETARY	1.00	Officer	$0	$0	$0
WAYNE A COMER	VICE PRESIDENT/PRESIDENT	1.00	Officer	$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	$16,504,562	No data	$1,444,871,492	No data
2022	$22,106,210	No data	$1,522,738,819	No data
2021	$26,678,800	No data	$1,038,454,553	No data
2020	$9,308,206	$129	$935,103,386	$9,308,077
2019	$18,961,612	$4,447	$1,089,680,784	$18,957,165
2018	$41,006,030	$610	$1,088,782,078	$41,005,420

KNICKERBOCKER EDENS LLC C/O JP MORGAN INVESTMENT MGMT INC