CARLISLE KIWANIS CLUB FOUNDATION (EIN 201011264) - 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

2004

Legal Domicile

Principal Officer

Jason Maddux

Phone

7172436800

Tax Period

2022-10-01 to 2023-09-30

CARLISLE KIWANIS CLUB FOUNDATION, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $337K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $517K exceeded revenue, resulting in a 54% operating deficit.

Mission

The Carlisle Kiwanis Club Foundation sponsors youth activities by supporting a variety of youth clubs and organizations. The Foundation also promotes citizenship in the local community through support of the food bank, hospitals, nursing facilities, youth and other organizations.

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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 (2022)

Revenue Breakdown

Contributions & Grants $307,687

Program Service Revenue $0

Investment Income $10,304

Other Revenue $18,515

TOTAL REVENUE $336,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $150

Program Expenses $512,480

Other Expenses $516,746

TOTAL EXPENSES $516,746

Year-over-Year Comparison

	2022	2021	Change
Revenue	$336,506	$362,372	-0.1%
Expenses	$516,746	$57,047	+8.1%
Net Income	$-180,240	$305,325	-1.6%

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

100

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
Nancy Sigrist	Board Director	1.0	Director	$0	$0	$0
Brooke Wagner	Board Director	1.0	Director	$0	$0	$0
Michael Cornfield	Board Director	1.0	Director	$0	$0	$0
Jeanna Som	Board Director	1.0	Director	$0	$0	$0
Dan Collison	Board Director	1.0	Director	$0	$0	$0
Kelly Spasic	Board Director	1.00	Director	$0	$0	$0
Robert Sigrist	Board Director	1.0	Director	$0	$0	$0
Jeni Clarizo	Board Director	1.0	Director	$0	$0	$0
Abby Smith	Board Treasurer	1.00	Officer	$0	$0	$0
Barrie Ann George	Board Secretary	1.0	Officer	$0	$0	$0
Colleen Friend	Board Past President	1.0	Officer	$0	$0	$0
Nicole Deary	Board President Elect	1.0	Officer	$0	$0	$0
Jason Maddux	Board President	1.0	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
2023	$336,506	$516,746	$278,042	$-180,240
2022	$362,372	$57,047	$458,282	$305,325

CARLISLE KIWANIS CLUB FOUNDATION