KATHI KOLL FOUNDATION (EIN 871987234) - 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

2021

Legal Domicile

Principal Officer

KATHI KOLL

Phone

9495531066

Tax Period

2024-01-01 to 2024-12-31

KATHI KOLL FOUNDATION, founded in 2021, is a small nonprofit in the Health Care sector that reported $135K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $128K left a modest 6% surplus.

Mission

THE PRIMARY ACTIVITY OF THE ORGANIZATION IS TO SUPPORT FAMILY CAREGIVERS IN NEED OF IMPROVING QUALITY OF LIFE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $129,418

Program Service Revenue $0

Investment Income $5,566

Other Revenue $350

TOTAL REVENUE $135,334

Expense Breakdown

Grants Paid $46,001

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,001

Other Expenses $81,800

TOTAL EXPENSES $127,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,334	$115,851	+0.2%
Expenses	$127,801	$101,250	+0.3%
Net Income	$7,533	$14,601	-0.5%

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

N/A

Independent Members

N/A

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
KATHI KOLL	PRESIDENT	2.00	Officer	$0	$0	$0
GARY A HUNT	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$0
JAMES WATSON	SECRETARY	1.00	Officer	$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	$135,334	$127,801	$232,927	$7,533
2023	$115,851	$101,250	$224,371	$14,601
2022	$112,892	$89,769	$207,363	$23,123
2021	$265,927	$85,010	$183,339	$180,917

KATHI KOLL FOUNDATION