KB CHARITABLE TRUST (EIN 571109692) - 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

2001

Legal Domicile

Principal Officer

RB SANDERS

Phone

8642303300

Tax Period

2025-01-01 to 2025-12-31

KB CHARITABLE TRUST, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $167K in total revenue in fiscal year 2025. Expenses of $161K left a modest 4% surplus.

Mission

PROMOTE MENTAL,PHYSICAL AND SPIRITUAL ADVANCEMENT AND TO PROMOTE LOCAL COMMUNITY CHARITABLE ACTIVITIES.

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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 $167,191

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $167,191

Expense Breakdown

Grants Paid $148,104

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,104

Other Expenses $12,782

TOTAL EXPENSES $160,886

Year-over-Year Comparison

	2025	2024	Change
Revenue	$167,191	$167,191	N/A
Expenses	$160,886	$160,886	N/A
Net Income	$6,305	$6,305	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

Employees

N/A

Volunteers

110

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
RB SANDERS	TREASURER	50.00	Officer Director	$0	$0	$0
KAITLIN BUNGE	PRESIDENT	15.00	Officer Director	$0	$0	$0
JAIME TERRY	TRUSTEE	5.00	Director	$0	$0	$0
BRENT SANDERS Jr	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRIS JOHNSON	TRUSTEE	7.00	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
2025	$167,191	$160,886	$231,077	$6,305
2024	$146,837	$131,192	$254,284	$15,645
2023	$173,408	$162,744	$189,639	$10,664
2022	$125,450	$211,485	$200,265	$-86,035
2021	$288,825	$205,224	$294,249	$83,601

KB CHARITABLE TRUST