Kaleo Collective (EIN 871989756) - 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

Eric Andrew McQuitty

Phone

2147079728

Tax Period

2024-01-01 to 2024-12-31

Kaleo Collective, founded in 2021, is a small nonprofit in the Education sector that reported $374K in total revenue in fiscal year 2024. The organization ran a surplus of $262K, a strong 70% operating margin.

Mission

THE SPECIFIC PURPOSE IS FOR TRAINING MENTORING, EDUCATING, EQUIPPING & PROVIDING RESOURCES FOR THE MEMBERS,ONLINE FORUMS SUCH AS ZOOM & CONFERENCE CALLS,DONATED OFFICE SPACE, OFF SITE MEETING VENUES AS NEEDEDALL ACTIVITIES ABOVE ARE DESIGNED TO PROVIDE EDUCATIONAL AND CHARITABLE ACTIVITIES TO THOSE WHO ENGAGE WITH KALEO COLLECTIVE. 50l(C) (3) OF THE INTERNAL REVENUE CODE. THIS CORPORATION IS ORGANIZED AND OPERATEDEXCLUSIVELY FOR CHARITABLE & EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 50l(C) (3), INTERNAL REVENUE CODE.

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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 $373,621

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $373,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,807

Fundraising Expenses $0

Other Expenses $69,393

TOTAL EXPENSES $111,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$373,621	N/A	N/A
Expenses	$111,200	N/A	N/A
Net Income	$262,421	N/A	N/A

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

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	Role	Reportable Comp	Other Comp	Total
Eric Andrew McQuitty	Director	Director	$0	$0	$0
John Girgis	Director	Director	$0	$0	$0
Jim Woodward	Director	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	$373,621	$111,200	$388,362	$262,421

Kaleo Collective