KAITLYN ECKELBERRY MEMORIAL FUND (EIN 851724593) - 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

2020

Principal Officer

JAMES ECKELBERRY

Phone

3304933928

Tax Period

2023-01-01 to 2023-12-31

KAITLYN ECKELBERRY MEMORIAL FUND, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $148K in total revenue in fiscal year 2023. The organization ran a surplus of $98K, a strong 66% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS TO ENCOURAGE ACADEMIC EXCELLENCE BY MEANS OF GRANTS AND SCHOLARSHIPS; ENHANCE THE SELF-ESTEEM OF CHILDREN IN NEED BY PROVIDING TARGETED FINANCIAL ASSISTANCE.

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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 $85,486

Program Service Revenue $0

Investment Income $6,842

Other Revenue $55,236

TOTAL REVENUE $147,564

Expense Breakdown

Grants Paid $46,491

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,709

Other Expenses $3,523

TOTAL EXPENSES $50,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,564	$145,765	+0.0%
Expenses	$50,014	$33,599	+0.5%
Net Income	$97,550	$112,166	-0.1%

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

N/A

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
JAMES ECKELBERRY	PRESIDENT	8.00	Officer Director	$0	$0	$0
LORI ECKELBERRY	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
CAROLYN CORRELL	TREASURER	8.00	Officer Director	$0	$0	$0
DANIELLE THOMPSON	PROG ADMINIS	4.00	Director	$0	$0	$0
AMIE O'NEILL	PROGRAM DIRE	4.00	Director	$0	$0	$0
JOHN O'NEILL	TRUSTEE	2.00	Director	$0	$0	$0
KATHY CHUFAR	TRUSTEE	4.00	Director	$0	$0	$0
JEFF SPONSELLER	TRUSTEE	2.00	Director	$0	$0	$0
SHERRY SPONSELLER	TRUSTEE	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	$147,564	$50,014	$321,422	$97,550
2022	$145,765	$33,599	$223,619	$112,166
2021	$97,976	$32,476	$110,958	$65,500
2020	$52,520	$7,062	$45,458	$45,458

KAITLYN ECKELBERRY MEMORIAL FUND