KALIS KLUBHOUSE

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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

2015

Legal Domicile

Phone

6074273623

Tax Period

2025-01-01 to 2025-12-31

KALIS KLUBHOUSE, founded in 2015, is a micro nonprofit in the Public & Societal Benefit sector that reported $76K in total revenue in fiscal year 2025. Expenses of $73K left a modest 5% surplus.

Mission

OUR MISSION IS TO PARTNER WITH HORSES TO PROVIDE THERAPIES AND EDUCATION IN SUPPORT OF PEOPLE EXPERIENCING HEALTH, SOCIAL AND LIFE CHALLENGES.

Program Service Accomplishments

Program 1

Expenses: $72,770 Revenue: $76,245

OUR MISSION IS TO PARTNER WITH HORSES TO PROVIDE THERAPIES AND EDUCATION IN SUPPORT OF PEOPLE EXPERIENCING HEALTH, SOCIAL AND LIFE CHALLENGES.

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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 $76,245

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $76,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,770

Other Expenses $72,770

TOTAL EXPENSES $72,770

Year-over-Year Comparison

	2025	2024	Change
Revenue	$76,245	N/A	N/A
Expenses	$72,770	N/A	N/A
Net Income	$3,475	N/A	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

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	Role	Reportable Comp	Other Comp	Total
MIA BERTONI	PRESIDENT OF THE BOARD TRUSTEE	Officer	$0	$0	$0
KATE PACKER	TREASURER TRUSTEE	Officer	$0	$0	$0
ANNA JORDAN	SECRETARY TRUSTEE	Officer	$0	$0	$0
KATHLEEN WILLIAMS KROWIAK	TRUSTEE	Officer	$0	$0	$0
JENNY CECCHERELI	TRUSTEE	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
2025	$76,245	$72,770	$87,113	$3,475
2024	No data	No data	No data	No data
2023	$67,311	$60,939	$94,012	$6,372
2022	$69,846	$61,260	$89,196	$8,586
2021	$60,132	$49,688	$80,882	$10,444
2020	$27,835	No data	$70,438	No data
2019	$13,018	No data	$42,603	No data