KIWANIS CLUB OF SOUTHPORT-OAK ISLAND FOUNDATION (EIN 161629934) - 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

1994

Legal Domicile

Phone

9104773151

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF SOUTHPORT-OAK ISLAND FOUNDATION, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $80K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $90K exceeded revenue, resulting in a 13% operating deficit.

Mission

KIWANIS EMPOWERS COMMUNITIES TO IMPROVE THE WORLD BY MAKING LASTING DIFFERENCES IN THE LIVES OF CHILDREN. KIWANIS STRIVES TO BE A POSITIVE INFLUENCE WORLDWIDE,SO ALL CHILDREN WILL WAKE UP IN COMMUNITIES THAT BELIEVE IN THEM,NURTURE THEM, & PROVIDE THE SUPPORT THEY NEED TO THRIVE.

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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 $63,263

Program Service Revenue $1,287

Investment Income $6,423

Other Revenue $9,239

TOTAL REVENUE $80,212

Expense Breakdown

Grants Paid $27,287

Salaries & Benefits $0

Fundraising Expenses $21,479

Program Expenses $68,844

Other Expenses $63,036

TOTAL EXPENSES $90,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,212	$93,434	-0.1%
Expenses	$90,323	$88,605	+0.0%
Net Income	$-10,111	$4,829	-3.1%

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

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
JIM NELSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY CARLETON	DIRECTOR	1.00	Director	$0	$0	$0
MONICA CARRA	DIRECTOR	1.00	Director	$0	$0	$0
LISA BOOTH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HORGAN	DIRECTOR	1.00	Director	$0	$0	$0
NA NA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CARDILLO	PRESIDENT	10.00	Officer	$0	$0	$0
NA NA	PRESIDENT-ELECT	10.00	Officer	$0	$0	$0
KATHLEEN BRADCOVICH	IMMEDIATE PAST PRESIDENT	10.00	Officer	$0	$0	$0
KIM CARDILLO	VICE PRESIDENT	10.00	Officer	$0	$0	$0
GREG MCDONALD	SECRETARY	10.00	Officer	$0	$0	$0
PEGGY MCDONALD	TREASURER	10.00	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
2025	$80,212	$90,323	$227,676	$-10,111
2024	$93,434	$88,605	$237,945	$4,829
2023	$152,532	$78,002	$233,108	$74,530
2022	$86,345	$67,189	$160,028	$19,156

KIWANIS CLUB OF SOUTHPORT-OAK ISLAND FOUNDATION