Lincoln Kiwanis Foundation (EIN 208718742) - 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

2007

Legal Domicile

Principal Officer

Calvin Marr

Tax Period

2023-10-01 to 2024-09-30

Lincoln Kiwanis Foundation, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $104K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $93K left a modest 10% surplus.

Mission

Serving the youth and aged population in the Lincoln California area.

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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 (2023)

Revenue Breakdown

Contributions & Grants $11,996

Program Service Revenue $0

Investment Income $0

Other Revenue $91,887

TOTAL REVENUE $103,883

Expense Breakdown

Grants Paid $45,100

Salaries & Benefits $0

Fundraising Expenses $130

Program Expenses $62,409

Other Expenses $48,047

TOTAL EXPENSES $93,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,883	$77,245	+0.3%
Expenses	$93,147	$84,915	+0.1%
Net Income	$10,736	$-7,670	-2.4%

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
Gary Sullivan	Board Member	2.00	Director	$0	$0	$0
Scott Baxter	Board Member	2.00	Director	$0	$0	$0
Calvin Marr	Treasurer	4.00	Officer Director	$0	$0	$0
Rick Carreiro	Board Member	2.00	Director	$0	$0	$0
Bob Hallums	Imm Past Pres	4.00	Officer Director	$0	$0	$0
Susan Stecz	Vice President	4.00	Officer Director	$0	$0	$0
Colette Sullivan	President	4.00	Officer Director	$0	$0	$0
Cynthia Liddell	Board Member	2.00	Director	$0	$0	$0
Vicki Feltman	Secretary	4.00	Officer Director	$0	$0	$0
Arlene Huser	Board member	2.00	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	$103,883	$93,147	$97,865	$10,736
2023	$77,245	$84,915	$87,965	$-7,670
2022	$91,258	$83,948	$97,812	$7,310
2021	$70,304	$57,331	$93,201	$12,973
2020	$47,702	$39,149	$77,821	$8,553
2019	$73,093	$56,875	$67,011	$16,218
2018	$74,140	$67,880	$53,848	$6,260

Lincoln Kiwanis Foundation