Kantara Initiative Inc (EIN 811226244) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Kay Chopard

Tax Period

2023-01-01 to 2023-12-31

Kantara Initiative Inc, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $570K in total revenue in fiscal year 2023. Expenses of $511K left a modest 10% surplus.

Mission

Kantara Initiative is a trust framework provider since 2010 See Schedule O for continuation.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $563,032

Investment Income $521

Other Revenue $6,832

TOTAL REVENUE $570,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $303,204

Fundraising Expenses $0

Other Expenses $208,066

TOTAL EXPENSES $511,270

Year-over-Year Comparison

	2023	2022	Change
Revenue	$570,385	$560,661	+0.0%
Expenses	$511,270	$466,002	+0.1%
Net Income	$59,115	$94,659	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$145,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kay Chopard	Executive Director	40.00	Officer	$143,663	$1,446	$145,109
Jim Pasquale	Director	1.00	Director	$0	$0	$0
Michael Engle	Director	1.00	Director	$0	$0	$0
Alec Laws	Director	1.00	Director	$0	$0	$0
Jordan Burris	Director	1.00	Director	$0	$0	$0
Andrew Hindle	Director	1.00	Director	$0	$0	$0
Peter Davis	Director	1.00	Director	$0	$0	$0
Maria Vachino	Director	1.00	Director	$0	$0	$0
Patrick Clancey	Director	1.00	Director	$0	$0	$0
Eric Thompson	Director	1.00	Director	$0	$0	$0
Andrew Johnston	Treasurer	1.00	Officer Director	$0	$0	$0
Andrew Hughes	President	1.00	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	$570,385	$511,270	$351,227	$59,115
2022	$560,661	$466,002	$294,664	$94,659
2021	$523,249	$491,151	$261,267	$32,098
2020	$386,963	$431,757	$248,793	$-44,794
2019	$383,273	$439,981	$372,851	$-56,708
2018	$506,783	$467,692	$289,361	$39,091

Kantara Initiative Inc