KENNEDY FAMILY FOUNDATION INC C/O STEPHEN M KENNEDY (EIN 810899034) - 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

2015

Legal Domicile

Principal Officer

STEPHEN M KENNEDY

Phone

6087528944

Tax Period

2023-01-01 to 2023-12-31

KENNEDY FAMILY FOUNDATION INC C/O STEPHEN M KENNEDY, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $433K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum.

Mission

THE PURPOSE OF THE FOUNDATION IS TO RAISE FUNDS AND DISTRIBUTE THEM TO 501(C)(3) ORGANIZATIONS THAT ARE LIMITED TO OR PRIMARILY FOR SUPPORTING RESIDENTS OF ROCK COUNTY, WISCONSIN AND SURROUNDING 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 $485,665

Program Service Revenue $0

Investment Income $0

Other Revenue $-52,251

TOTAL REVENUE $433,414

Expense Breakdown

Grants Paid $424,422

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $424,576

Other Expenses $8,404

TOTAL EXPENSES $432,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$433,414	$259,092	+0.7%
Expenses	$432,826	$282,627	+0.5%
Net Income	$588	$-23,535	-1.0%

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
WILLIAM E KENNEDY	PRESIDENT/DIRECTOR	7.50	Officer Director	$0	$0	$0
ROBERT J KENNEDY	VICE PRESIDENT/DIRECTOR	5.00	Officer Director	$0	$0	$0
STEPHEN M KENNEDY	SECRETARY/TREASURER/DIRECTOR	7.50	Officer Director	$0	$0	$0
MICHAEL E GRUBB	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$433,414	$432,826	$1,148	$588
2022	$259,092	$282,627	$560	$-23,535
2021	$318,230	$340,454	$24,095	$-22,224
2020	$266,310	$285,881	$46,319	$-19,571
2019	$414,751	$383,183	$65,890	$31,568
2018	$106,572	$178,560	$34,322	$-71,988

KENNEDY FAMILY FOUNDATION INC C/O STEPHEN M KENNEDY