KERSTETTER FOUNDATION CHARITABLE TRUST (EIN 522206880) - 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

1996

Legal Domicile

Principal Officer

ANNE P KERSTETTER

Phone

4104763366

Tax Period

2024-01-01 to 2024-12-31

KERSTETTER FOUNDATION CHARITABLE TRUST, founded in 1996, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $43K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. Net assets of $968K represent 271 months of operating reserves.

Mission

DEVELOPMENT OF WORKING FARM SURROUNDED BY A NATIVE PLANT GARDEN; MINIMIZE DETRIMENTAL RUNOFF TO LATRAPPE CREEK AND NATURAL HABITATE CONSERVATION.

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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 $41,674

Program Service Revenue $0

Investment Income $1

Other Revenue $1,184

TOTAL REVENUE $42,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,624

Other Expenses $43,624

TOTAL EXPENSES $43,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,859	$25,887	+0.7%
Expenses	$43,624	$28,102	+0.6%
Net Income	$-765	$-2,215	-0.7%

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

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
ANNA MARIE DENNEN	TRUSTEE	0.00	Director	$0	$0	$0
ANNE P KERSTETTER	TRUSTEE/PRESIDENT	20.00	Officer Director	$0	$0	$0
WESTON DENNEN	TRUSTEE	0.00	Director	$0	$0	$0
JA GRUNDY	TRUSTEE	0.00	Director	$0	$0	$0
STEPHEN M SCHLICHTER	TRUSTEE/SECRETARY/TREASURE	0.00	Officer Director	$0	$0	$0
KATHERINE DENNEN	TRUSTEE	0.00	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	$42,859	$43,624	$967,814	$-765
2023	$25,887	$28,102	$968,579	$-2,215
2022	$168,882	$137,241	$971,888	$31,641
2021	$153,967	$141,741	$940,247	$12,226
2020	$138,344	$137,975	$937,528	$369
2019	$91,723	$86,372	$929,292	$5,351
2018	$58,748	$54,734	$936,382	$4,014

KERSTETTER FOUNDATION CHARITABLE TRUST