ANN K KIRBY FOUNDATION (EIN 472639018) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

ROGER H W KIRBY

Phone

8043307400

Tax Period

2023-01-01 to 2023-12-31

ANN K KIRBY FOUNDATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $756K in total revenue in fiscal year 2018. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $966K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO SUPPORT A WIDE RANGE OF CHARITABLE PURPOSES INCLUDING HEALTH, EDUCATION, ENVIRONMENTAL CAUSES, FINE AND PERFORMING ARTS, HISTORICAL PRESERVATION AND FAITH-BASED MINISTRIES IN COMMUNITIES WHERE THERE ARE STRONG FAMILY TIES, INCLUDING RICHMOND, VA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $737,037

Other Revenue $0

TOTAL REVENUE $737,037

Expense Breakdown

Grants Paid $995,067

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $995,111

Other Expenses $268,165

TOTAL EXPENSES $1,263,232

Year-over-Year Comparison

	2023	2022	Change
Revenue	$737,037	$1,479,020	-0.5%
Expenses	$1,263,232	$2,966,131	-0.6%
Net Income	$-526,195	$-1,487,111	-0.6%

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

$259,160

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE A NELSON	NON-VOTING SECRETARY	1.00	Officer	$0	$27,337	$259,160
ROGER H W KIRBY	PRESIDENT	1.00	Officer Director	$0	$0	$0
WADE H O KIRBY	TREASURER	0.50	Officer Director	$0	$0	$0
ANNETTE S KIRBY	DIRECTOR	0.50	Director	$0	$0	$0
HUNTER A APPLEWHITE	DIRECTOR	0.50	Director	$0	$0	$0
STEWART L CUTLER	DIRECTOR	0.50	Director	$0	$0	$0
H HITER HARRIS III	DIRECTOR	0.50	Director	$0	$0	$0
ANN HUNTER MCCLEAN	DIRECTOR	0.50	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
2023	$737,037	$1,263,232	$46,527,693	$-526,195
2022	$1,479,020	$2,966,131	$41,299,276	$-1,487,111
2021	$4,374,112	$2,701,124	$49,508,052	$1,672,988
2020	$1,944,146	$650,827	$45,146,099	$1,293,319
2019	$891,766	$1,015,460	$40,742,515	$-123,694
2018	$755,661	$966,043	$34,605,815	$-210,382

ANN K KIRBY FOUNDATION