JEAN & ED KELLY FOUNDATION (EIN 770470334) - 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

1998

Legal Domicile

Principal Officer

EDWARD KELLY

Tax Period

2024-10-01 to 2025-09-30

JEAN & ED KELLY FOUNDATION, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $145K exceeded revenue, resulting in a 155% operating deficit.

Mission

TO SERVE AND PROMOTE ACADEMICS, THE ARTS, ATHLETICS AND THE HEALTH AND WELL BEIGN OF THE YOUTH IN PAJARO VALLEY, SANTA CRUZ COUNTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $57,000

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $57,003

Expense Breakdown

Grants Paid $72,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,506

Other Expenses $73,274

TOTAL EXPENSES $145,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,003	$143,396	-0.6%
Expenses	$145,274	$151,001	0.0%
Net Income	$-88,271	$-7,605	+10.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD KELLY	President	1.15	Director	$0	$0	$0
JEAN KELLY	BOARD MEMBER	1.15	Director	$0	$0	$0
GARY ALBO	BOARD MEMBER	1.15	Director	$0	$0	$0
EVAN BENEVENTO	Treasurer	1.15	Director	$0	$0	$0
KRIS BURKETT	BOARD MEMBER	1.15	Director	$0	$0	$0
KARA CORLEY	BOARD MEMBER	1.15	Director	$0	$0	$0
JACOB DOBLER	BOARD MEMBER	1.15	Director	$0	$0	$0
TRACEY HANETA	BOARD MEMBER	1.15	Director	$0	$0	$0
KIMARIE MANFRE	BOARD MEMBER	1.15	Director	$0	$0	$0
PANETTE MICUA	BOARD MEMBER	1.15	Director	$0	$0	$0
ANGIE PETERSON	BOARD MEMBER	1.15	Director	$0	$0	$0
ADRIANA RODONI	BOARD MEMBER	1.15	Director	$0	$0	$0
ROBERT RODONI	BOARD MEMBER	1.15	Director	$0	$0	$0
DAVID ROSE	BOARD MEMBER	1.15	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	$57,003	$145,274	$428,655	$-88,271
2024	$143,396	$151,001	$516,926	$-7,605
2023	$96,089	$99,441	$524,531	$-3,352
2022	$78,141	$127,825	$527,883	$-49,684
2021	$83,231	$100,758	$577,567	$-17,527
2020	$211,343	$76,805	$595,094	$134,538
2019	$155,048	$127,239	$460,556	$27,809

JEAN & ED KELLY FOUNDATION