Kallion Leadership

Nonprofit profile at a glance

EIN
842801536
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
Silver Spring, MD, USA
Phone
2027474935
Rating
43
Verdict
MIXED
Rating confidence
Moderate
Sector
Arts, Culture, and Humanities N.E.C.

Official website

Reported finances

Revenue
$28,664
Expenses
$25,302
Assets
$13,169
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Mallory Monaco Caterine (Co-Executive Director)
  • Norman Sandridge (Co-Executive Director)

People named in this filing

  • John Esposito (Board director)
  • Sarah Ferrario (Secretary of the board)
  • Kristen Grimm (Board director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Kallion Leadership designs and develops learning communities for anyone committed to leadership development through the study of the humanities. Kallion creates and facilitates experiences and resources for diverse, interdisciplinary, and inclusive communities of learners, professionals, and educators who are committed to leadership development grounded in the study of the humanities. Through high-quality and accessible programming, Kallion promotes the vitality of the humanities for leadership development for all.

What it reported doing in 2024

Kallion Circles are communities that practice "thinking with" each other through an investigation of humanities artifact(s). Kallion Circles serve people of all different backgrounds and experiences in their leadership development. Everyone in a Kallion Circle contributes to the leadership development of each other through questions, observations, and personal testimonials shared in an intimate discussion group. Circle participants reflect on their own abilities and desires to lead by considering humanities artifacts from a wide range of genres and time periods through new perspectives. In 2024, Kallion hosted 3 Circles facilitated by 2 Kallion facilitators for 30 participants.

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 7
  • Transparency & Controls: 82
  • Sustainability: 48
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 7%; rating input score 7
  • Program expense ratio: 7.9%; rating input score 8

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 11.7%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 24.7%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: 12.4% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: -11.6% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 7% of revenue deployed · 7.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $2K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 7/100.
  • High — Financial Efficiency: Program expense ratio scored 8/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.