KINGSBURY WELLNESS & LEARNING GROUP INC (EIN 841802188) - 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

2018

Legal Domicile

Principal Officer

ELLIOTT CONKLIN

Phone

2025452410

Tax Period

2023-01-01 to 2023-12-31

KINGSBURY WELLNESS & LEARNING GROUP INC, founded in 2018, is a small nonprofit that reported $704K in total revenue in fiscal year 2023.

Mission

TO REMOVE BARRIERS AND UNLOCK POTENTIAL FOR FAMILIES WITH LEARNING AND BEHAVIOUR CHALLENGES.

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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 $148

Program Service Revenue $702,231

Investment Income $0

Other Revenue $1,583

TOTAL REVENUE $703,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,470

Fundraising Expenses $698

Program Expenses $510,491

Other Expenses $297,684

TOTAL EXPENSES $703,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$703,962	$664,509	+0.1%
Expenses	$703,154	$685,509	+0.0%
Net Income	$808	$-21,000	-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

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

$256,241

Total Directors

$256,241

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN ROWE	SECRETARY, CO-FOUNDER	40.00	Officer Director	$87,630	$0	$87,630
ELLIOTT CONKLIN	CO-FOUNDER, EXECUTIVE DIRECTOR	40.00	Officer Director	$82,514	$4,651	$87,165
LAUREN SIEGEL	CO-FOUNDER, DIRECTOR OF TESTING AND PARTNERSHIP DE	40.00	Officer Director	$70,405	$11,041	$81,446
ANTHONY PERRY	CHAIR	2.00	Officer Director	$0	$0	$0
JANE KWASS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JASON GRAY	TREASURER	2.00	Officer Director	$0	$0	$0
ALEA HOLMAN	BOARD MEMBER	2.00	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	$703,962	$703,154	$46,955	$808
2022	$664,509	$685,509	$32,569	$-21,000
2021	$430,839	$523,129	$98,629	$-92,290
2021	$357,130	$339,045	$62,832	$18,085
2020	$316,719	$313,270	$89,097	$3,449

KINGSBURY WELLNESS & LEARNING GROUP INC