KELLIWOOD FUND INC (EIN 760291982) - 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

1989

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

KELLIWOOD FUND INC, founded in 1989, is a small nonprofit that reported $947K in total revenue in fiscal year 2023.

Mission

COMMUNITY ASSOCIATION FOR SOCIAL WELFARE OF MEMBERS AND ENHANCING AND PROTECTING THE VALUE, DESIRABILITY AND ATTRACTIVENESS OF THE PROPERTY AND RECREATION FACILITIES WITHIN THE GEOGRAPHIC AREAS

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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 $0

Program Service Revenue $933,797

Investment Income $4,917

Other Revenue $8,532

TOTAL REVENUE $947,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $966,193

Other Expenses $976,934

TOTAL EXPENSES $976,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$947,246	$883,520	+0.1%
Expenses	$976,934	$1,077,971	-0.1%
Net Income	$-29,688	$-194,451	-0.8%

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
Christian Gordon	Director	2.00	Director	$0	$0	$0
Tony Ramirez	Director	2.00	Director	$0	$0	$0
Jennifer LaFluer	Director	2.00	Director	$0	$0	$0
Ruthie Courville	Director	2.00	Director	$0	$0	$0
Hemraj Gaidhani	Director	2.00	Director	$0	$0	$0
Ronald Hill	President	2.00	Officer Director	$0	$0	$0
Shawn Kashou	Treasurer	2.00	Officer Director	$0	$0	$0
Mark Canady	Secretary	2.00	Officer Director	$0	$0	$0
Kerri Schultz	Vice President	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$947,246	$976,934	$950,051	$-29,688
2022	$883,520	$1,077,971	$885,964	$-194,451
2021	$863,747	$977,900	$1,229,384	$-114,153
2020	$860,180	$1,307,846	$1,157,713	$-447,666

KELLIWOOD FUND INC