KENDALL WHITTIER INC (EIN 731016797) - 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

2006

Legal Domicile

Principal Officer

LORI DECTER WRIGHT

Phone

9188295394

Tax Period

2022-07-01 to 2023-06-30

KENDALL WHITTIER INC, founded in 2006, is a small nonprofit in the Human Services sector that reported $154K in total revenue in fiscal year 2022. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $177K exceeded revenue, resulting in a 15% operating deficit.

Mission

HOME-GROWN COMMUNITY ORGANIZATION INCORPORATING SELF-SUFFICIENCY FOR OUR NEIGHBORS THROUGH FOOD SECURITY, NUTRITIONAL HEALTH, AND WELL-BEING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $152,241

Program Service Revenue $0

Investment Income $5,048

Other Revenue $-3,324

TOTAL REVENUE $153,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,955

Fundraising Expenses $0

Program Expenses $120,699

Other Expenses $37,987

TOTAL EXPENSES $176,942

Year-over-Year Comparison

	2022	2021	Change
Revenue	$153,965	$218,835	-0.3%
Expenses	$176,942	$149,956	+0.2%
Net Income	$-22,977	$68,879	-1.3%

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

$37,822

Total Directors

$37,822

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY BATH	SECRETARY	0.50	Officer Director	$0	$0	$0
TERRY BAXTER	TREASURER	0.50	Officer Director	$0	$0	$0
MACHELLE MILLER DILL	MEMBER	0.50	Director	$0	$0	$0
STEVEN DENTON	MEMBER	0.50	Director	$0	$0	$0
PAT TREADWAY	MEMBER	0.50	Director	$0	$0	$0
GINI FOX	MEMBER	0.50	Director	$0	$0	$0
ROBERT FOUNDS	MEMBER	0.50	Director	$0	$0	$0
SALETHA FULLER	PRESIDENT	0.50	Officer Director	$0	$0	$0
CARROLL JONES	MEMBER	0.50	Director	$0	$0	$0
JEAN MADERE	MEMBER	0.50	Director	$0	$0	$0
ISSAC SHEETS	MEMBER	0.50	Director	$0	$0	$0
LORI DECTER WRIGHT	EXECUTIVE DIRECTOR	20.00	Officer Director	$37,822	$0	$37,822

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
2023	$153,965	$176,942	$238,526	$-22,977
2022	$218,835	$149,956	$252,782	$68,879

KENDALL WHITTIER INC