Kellyn Foundation EIN 26-2623498 Form 990 (PDF) Claim this org

Kellyn Foundation FY2020 filing

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Promotes family and community wellness through sustainable healthy lifestyle programs. For fiscal year 2020 it reported $556K in revenue, $518K in expenses, and $319K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Tatamy, PA
Website
www.kellyn.org
Filings
5 on file (2020–2020)
Revenue
$556KFY2020
Expenses
$518K
Net assets
$319K
People
8
Filings
5
Updates
0
More identity details & actions ⌄
EIN  26-2623498 Public charity (501(c)(3)) Tatamy, PA
Form 990 (PDF)
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Size
$1–10M
What they do
Promotes family and community wellness through sustainable healthy lifestyle programs.
Leadership
Eric J Ruth · CEO · $35K
Money in and out
$556K revenue, $518K expenses
Bottom line
89% program efficiency
Where the money goes · FY2020
Total revenue
$556K
Pt VIII · Ln 12
Total expenses
$518K
Pt IX · Ln 25
Net assets
$319K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $39K
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.11
Program efficiency
89%
of spending reaches programs
Operating runway
2.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+7%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$556K
FY2020
Expenses
$518K
FY2020
Total assets
$341K
FY2020
Total liabilities
$23K
FY2020
Total revenue
$556K
Pt VIII · Ln 12
Total expenses
$518K
Pt IX · Ln 25
Net assets
$319K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$39K
Total assetsPt X · Ln 16$341K
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 46

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CKellyn Foundation
EINHdr · item D26-2623498
Principal addressHdr · item CTatamy, PA
WebsiteHdr · item Jwww.kellyn.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P30)
Ruling yearIRS BMFAug 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b6
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$35,236Pt VII · Sec A
Chief Medica
$24,025Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Eric J Ruth’s $50K as CEO is at the 4th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Eric J Ruth$49,583$45,941$33,750$45,000$35,236
Meagan L Grega$24,000$24,025

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $396K of program spending, described in the organization's own filed words · FY2020.
01

The kellyn food access initiative objective is to ensure that each neighborhood has healthy whole food options, sourced as locally as possible, that are convenient, accessible and affordable.

$268Kprogram expense
02

The kellyn schools initiative includes elementary student education with the objective of understanding what is healthy food and a healthy lifestyle, learning how to grow food from seed to harvest and how to train your taste buds to enjoy healthy food.

$68Kprogram expense
03

The kellyn health initiative objective is to provide the education, tools and support that allows families and individuals to reduce disease risk factors with a proven program through the adoption of better health habits and appropriate lifestyle modifications.

$60Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$388K · 70%
Program service revenue$167K · 30%
Contributions & grants70%$388K
Program service revenue30%$167K
Other revenue$2K
— government grantsLn 1e$136K
Total revenueLn 12$556K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.11
Program services89%$458K
Management & general11%$59K
Total functional expensesLn 25$518K

Balance Sheet

Part X · end of year
CashLn 1$102K
Total assetsLn 16$341K
Total liabilitiesLn 26$23K
Total net assetsLn 32$319K
Months of cash on handcomputed2.4

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $102K · Operating expenses/yr $518K
2.4 months
Where the money goes
Program services
Program services $458K · Total expenses $518K
89%
Management & General
Management & general $59K · Total expenses $518K
11%
Fundraising
Fundraising $0 · Total expenses $518K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $252K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $388K · Total revenue $556K
70%
Government reliance
Government grants $136K · Total revenue $556K
24%
Earned-income share
Program service revenue $167K · Total revenue $556K
30%
Investment reliance
Investment income $0 · Total revenue $556K
0%
Program self-sufficiency
Program service revenue $167K · Total expenses $518K
32%
Growth & trend
Revenue growth (YoY)
This year $556K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $319K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $556K · Expenses $518K
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $341K
Net-asset ratio
Net assets $319K · Total assets $341K
93%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $341K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Eric J Ruth · Reported title CEO · Highest reported compensation $35K · Total expenses $518K
7%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $208K · Total expenses $518K
40%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 11%
Fundraising cost ratio 0%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.1M revenue · ⤓ 990 PDF
FY2023$730K revenue · ⤓ 990 PDF
FY2022$734K revenue · ⤓ 990 PDF
FY2021$732K revenue · ⤓ 990 PDF
FY2020$556K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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