N O KIMBLER MEMORIAL FUND INC DBA THE KIMBLER-BOURGARD FOUNDATION (EIN 611189992) - 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

1991

Legal Domicile

Principal Officer

DONALD T ABRAMS

Phone

5022315802

Tax Period

2020-07-01 to 2021-06-30

N O KIMBLER MEMORIAL FUND INC DBA THE KIMBLER-BOURGARD FOUNDATION, founded in 1991, is a micro nonprofit in the Education sector that reported $58K in total revenue in fiscal year 2020. Revenue surged 158% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 58% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ENROLLED IN COMMUNITY COLLEGES THROUGHOUT THE STATE OF KENTUCKY. WHILE IT IS NOT MANDATORY, IT IS PREFERRED THAT THE STUDENT MAJOR IN EDUCATION. A SCHOLARSHIP IS OFFERED TO A STUDENT AT EACH OF THE COMMUNITY COLLEGES. FINANCIAL NEED ASSESSMENTS ARE PERFORMED AT THE COMMUNITY COLLEGE LEVEL.

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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 (2020)

Revenue Breakdown

Contributions & Grants $13,361

Program Service Revenue $0

Investment Income $44,285

Other Revenue $0

TOTAL REVENUE $57,646

Expense Breakdown

Grants Paid $19,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,800

Other Expenses $4,408

TOTAL EXPENSES $24,208

Year-over-Year Comparison

	2020	2019	Change
Revenue	$57,646	$22,350	+1.6%
Expenses	$24,208	$26,800	-0.1%
Net Income	$33,438	$-4,450	-8.5%

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

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
DONALD T ABRAMS	SECRETARY & TREASURER	5.00	Officer Director	$0	$0	$0
SUE ELLEN CALDWELL	PRESIDENT	0.00	Officer Director	$0	$0	$0
GERALDINE STONE	DIRECTOR	0.00	Director	$0	$0	$0
JOE VIBBERT	DIRECTOR	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
2021	$57,646	$24,208	$387,004	$33,438

N O KIMBLER MEMORIAL FUND INC DBA THE KIMBLER-BOURGARD FOUNDATION