The Kinkaid Investments Foundation (EIN 742177160) - 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

1980

Legal Domicile

Principal Officer

Joanne Margraves

Phone

7137821640

Tax Period

2023-08-01 to 2024-07-31

The Kinkaid Investments Foundation, founded in 1980, is a micro nonprofit in the Education sector that reported $68K in total revenue in fiscal year 2023. Revenue fell 364% from the prior year — a significant decline worth monitoring.

Mission

The Kinkaid Investments Foundation promotes, receives, and administers gifts of realty and other nonliquid assets for the benefit of The Kinkaid School, Inc.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $0

Investment Income $-73,513

Other Revenue $30

TOTAL REVENUE $-68,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18,081

TOTAL EXPENSES $18,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-68,483	$25,940	-3.6%
Expenses	$18,081	$97,447	-0.8%
Net Income	$-86,564	$-71,507	+0.2%

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

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

$368,749

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Leykum	President	1.00	Officer Director	$0	$0	$0
Helena Papadopoulos Johnson	Vice President	1.00	Officer Director	$0	$0	$0
Brian Dinerstein	Secretary	1.00	Officer Director	$0	$0	$0
Rebecca Huddle	Treasurer	1.00	Officer Director	$0	$0	$0
Stephen Dyer	Director	1.00	Director	$0	$0	$0
Jesse Boyd Heath	Director	1.00	Director	$0	$0	$0
Cecil J Looke III	Director	1.00	Director	$0	$0	$0
Steven P Mach	Director	1.00	Director	$0	$0	$0
Precious Williams Owodunni	Director	1.00	Director	$0	$0	$0
Joanne Margraves	CFO	1.00	Officer	$0	$44,585	$368,749

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	$-68,483	$18,081	$155,573	$-86,564
2023	$25,940	$97,447	$240,367	$-71,507
2022	$17,061	$5,041	$314,407	$12,020
2021	$12,077	$5,042	$317,457	$7,035
2020	$13,273	$5,041	$315,584	$8,232
2019	$15,198	$5,241	$302,461	$9,957
2018	$12,272	$5,041	$297,362	$7,231

The Kinkaid Investments Foundation