KATELLE FOUNDATION INC (EIN 812144973) - 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

2016

Legal Domicile

Principal Officer

ANDRA LIEMANDT

Phone

5127716690

Tax Period

2023-01-01 to 2023-12-31

KATELLE FOUNDATION INC, founded in 2016, is a small nonprofit in the Education sector that reported $633K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE KINDNESS CAMPAIGN'S CHILD-CENTERED CURRICULUM AND INTERACTIVE PROGRAMS PROVIDE A FOUNDATION FOR SOCIAL EMOTIONAL LEARNING (SEL) THROUGH RICH STORYTELLING AND EXPERIENTIAL LEARNING. IN ADDITION, OUR APPROACH CENTERS ON FOUR TEACHABLE SKILLS:SELF IMAGE, EMOTIONAL AWARENESS, EMPATHY, AND COMMUNITY THAT ALIGN WITH THE CORE MESSAGE: I AM ENOUGH. TKC'S SIGNIFICANT ACTIVITIES INCLUDE SELLING CURRICULUM AND PROGRAMMING FOR SCHOOLS, COMMUNITY GROUPS, AND ORGANIZATIONS.

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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 $751,030

Program Service Revenue $63,528

Investment Income $0

Other Revenue $-181,886

TOTAL REVENUE $632,672

Expense Breakdown

Grants Paid $5,949

Salaries & Benefits $293,686

Fundraising Expenses $17,215

Program Expenses $317,010

Other Expenses $356,112

TOTAL EXPENSES $655,747

Year-over-Year Comparison

	2023	2022	Change
Revenue	$632,672	$560,966	+0.1%
Expenses	$655,747	$429,101	+0.5%
Net Income	$-23,075	$131,865	-1.2%

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

Volunteers

250

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
ANDRA LIEMANDT	PRESIDENT	4.00	Officer Director	$0	$0	$0
TRACY SPINNER	DIRECTOR	4.00	Director	$0	$0	$0
WENDY HOWELL	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT BRUCHMAN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
PAUL JAUREGUI	SECRETARY	4.00	Officer Director	$0	$0	$0
MARK HAMILTON	DIRECTOR	4.00	Director	$0	$0	$0
SAURABH KHETRAPAL	DIRECTOR	4.00	Director	$0	$0	$0
PAOLA ORIGEL	DIRECTOR	4.00	Director	$0	$0	$0
PAUL FREEMAN	DIRECTOR	4.00	Director	$0	$0	$0
LILIANA PATINO	DIRECTOR	4.00	Director	$0	$0	$0
FABIAN URQUILLO	DIRECTOR THRU JUNE 15	4.00	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	$632,672	$655,747	$229,742	$-23,075
2022	$560,966	$429,101	$253,026	$131,865
2021	$343,934	$446,470	$167,961	$-102,536
2020	$411,633	$397,963	$273,090	$13,670
2019	$485,058	$321,578	$259,434	$163,480
2018	$443,995	$435,142	$95,952	$8,853

KATELLE FOUNDATION INC