KADLEC AUXILIARY INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

BETTY C TURNER

Phone

5099421477

Tax Period

2023-01-01 to 2023-12-31

KADLEC AUXILIARY INC, founded in 1949, is a small nonprofit that reported $244K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 17% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT KADLEC MEDICAL CENTER IN OVER 30 DIFFERENT AREAS INCLUDING CLERICAL WORK, MAIL DELIVERY, STAFFING THE INFORMATION DESK, OPERATING THE GIFT SHOP, AND ESCORTING PATIENTS AND FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $179,843 Revenue: $207,884

OPERATION OF A GIFT SHOP AND VARIOUS FUNDRAISERS TO PROVIDE FUNDS TO KADLEC MEDICAL CENTER FOR PURCHASE OF EQUIPMENT AND CAPITAL IMPROVEMENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,365

Program Service Revenue $1,060

Investment Income $141

Other Revenue $224,778

TOTAL REVENUE $244,344

Expense Breakdown

Grants Paid $179,843

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,843

Other Expenses $24,089

TOTAL EXPENSES $203,932

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,344	$147,424	+0.7%
Expenses	$203,932	$154,729	+0.3%
Net Income	$40,412	$-7,305	-6.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETTY TURNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
FRED BALL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLES DAVIS	SECRETARY	2.00	Officer Director	$0	$0	$0
MARILYN BALL	TREASURER	2.00	Officer Director	$0	$0	$0
KATHY BURT	POLICY CHAIR	2.00	Officer Director	$0	$0	$0
GLORIA MCCONNELL	NOMINATING CHAIR	1.00	Director	$0	$0	$0
SUE ALKEZWEENY	DIRECTOR	1.00	Director	$0	$0	$0
RICK GANT	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MCATEE	DIRECTOR	1.00	Director	$0	$0	$0
BECKY RULON	DIRECTOR	1.00	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	$244,344	$203,932	$135,325	$40,412
2022	$147,424	$154,729	$93,975	$-7,305
2021	$165,839	$142,951	$102,392	$22,888
2020	$109,537	$134,857	$79,256	$-25,320
2019	$251,754	$250,346	$104,595	$1,408
2018	$302,366	$299,602	$104,652	$2,764