LT JOSEPH P KENNEDY INSTITUTE

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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

1959

Legal Domicile

Phone

2027724300

Tax Period

2024-07-01 to 2025-06-30

LT JOSEPH P KENNEDY INSTITUTE, founded in 1959, is a community nonprofit that reported $9.0M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION. AS A SOCIAL CONCERNS AGENCY OF THE ARCHDIOCESE OF WASHINGTON, OUR CORE PURPOSE IS TO PROVIDE CRITICAL SERVICES THAT BRING ABOUT POSITIVE CHANGE IN THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR COMMUNITIES. FOUNDED WITH ROMAN CATHOLIC VALUES, OUR SERVICES REFLECT THE CHURCH'S RESPECT FOR THE SACRED CHARACTER OF EVERY HUMAN LIFE, FROM CONCEPTION TO NATURAL DEATH. OUR MISSION AND VALUES GROUND OUR LIFESPAN SERVICES ACROSS OUR PRIMARY PROGRAM AREAS: EARLY CHILDHOOD INTERVENTION, EDUCATION, CAREER DEVELOPMENT AND EMPLOYMENT, AND FAMILY SUPPORTS.

Program Service Accomplishments

Program 1

Expenses: $7,971,042 Revenue: $248,397

THE ORGANIZATION PROVIDED EDUCATION AND EARLY DEVELOPMENT SERVICES FOR CHILDREN WITH DEVELOPMENT DISABILITIES, AND OTHER SERVICES TO AND FOR PERSONS WITH DEVELOPMENT DISABILITIES.

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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 $8,716,591

Program Service Revenue $248,397

Investment Income $323

Other Revenue $32,822

TOTAL REVENUE $8,998,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,833,277

Fundraising Expenses $0

Program Expenses $7,971,042

Other Expenses $2,023,376

TOTAL EXPENSES $8,856,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,998,133	$7,782,957	+0.2%
Expenses	$8,856,653	$8,049,288	+0.1%
Net Income	$141,480	$-266,331	-1.5%

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

Volunteers

152

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

$1,612,588

Total Directors

Key Employees

$245,250

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mr Bishop Evelio Menjivar-Ayala	Director	0.3	Director	$0	$0	$0
Mr Clark Pastrick	Director	0.3	Director	$0	$0	$0
Mr Dave DiLuigi	Chairman	0.3	Director	$0	$0	$0
Mr Eddie Quinn	Director as of 7/1/24	0.3	Director	$0	$0	$0
Mr Geoff Gonella	Director	0.3	Director	$0	$0	$0
Mr Gregory Proctor	Director	0.3	Director	$0	$0	$0
Mr John Shooshan	Director	0.3	Director	$0	$0	$0
Mr John Veihmeyer	Chair-Emeritus	0.3	Director	$0	$0	$0
Mr Mark Lee	Director	0.3	Director	$0	$0	$0
Mr Michael Williams	Director	0.3	Director	$0	$0	$0
Ms Caitlin Chalke	Vice Chairman	0.3	Director	$0	$0	$0
Ms Elizabeth Hewlett	Director	0.3	Director	$0	$0	$0
Ms Elizabeth Meers	Director	0.3	Director	$0	$0	$0
Ms Kristen Hohman	Director as of 7/1/24	0.3	Director	$0	$0	$0
Ms Stefanie Morgan-Davis	Director	0.3	Director	$0	$0	$0
Mr James J Malloy	President & CEO	2.7	Officer	$0	$32,515	$438,053
Mr Matthew Putu	Executive Director - Dev. Dis. Services	40.0	Officer	$0	$43,611	$190,843
Mr Patrick Dunne	Chief Operating Officer	2.7	Officer	$0	$30,624	$361,142
Ms Elizabeth R Gorman	Chief Development Officer	2.7	Officer	$0	$15,725	$205,535
Ms Joan Fowler-Brown	Chief of Staff	2.7	Officer	$0	$47,752	$182,002
Ms Mary Jane Morrow	Chief Financial Officer	2.7	Officer	$0	$26,463	$235,013
Ms Denise A Capaci	Deputy Chief Operating Officer	7.0	Key Emp	$0	$47,474	$245,250
Mr Jarlath Finn	Executive Director - IT	3.6	Highest	$0	$54,069	$209,704
Mr Reginald Gregory	Exec. Director of Finance/Controller	3.6	Highest	$0	$44,224	$225,862
Mr Sean Wood	Deputy Director - Development	3.6	Highest	$0	$23,452	$190,145
Ms Andrea Aleman	Director/Assistant Controller	3.6	Highest	$0	$24,098	$167,545
Ms Michele A Sparks	Chief Human Resources Officer	3.6	Highest	$0	$34,414	$214,063

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	$8,998,133	$8,856,653	$1,935,130	$141,480
2024	$7,782,957	$8,049,288	$1,948,090	$-266,331
2023	$7,675,803	$7,649,681	$1,837,915	$26,122
2022	$7,568,798	$7,741,047	$2,259,042	$-172,249
2021	$8,404,425	$7,200,806	$2,370,861	$1,203,619
2020	$9,154,413	$8,815,658	$2,323,764	$338,755
2019	$8,687,862	$8,802,097	$2,158,666	$-114,235
2018	$8,195,893	$8,760,992	$2,166,021	$-565,099