KIWANIS CLUB OF CALDWELL WEST ESSEX (EIN 221713026) - 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

1923

Legal Domicile

Principal Officer

DIANE CORTER

Phone

9732263111

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF CALDWELL WEST ESSEX, founded in 1923, is a micro nonprofit that reported $10K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 20% operating margin.

Mission

OBJECTS: SECTION 1. THE OBJECTS OF THIS CLUB SHALL BE: 1. TO GIVE PRIMACY TO THE HUMAN AND SPIRITUAL, RATHER THAN TO THE MATERIAL VALUES OF LIFE. 2. TO ENCOURAGE THE DAILY LIVING OF THE GOLDEN RULES IN ALL HUMAN RELATIONSHIPS. 3. TO PROMOTE THE ADOPTION AND APPLICATION OF HIGHER SOCIAL, BUSINESS, AND PROFESSIONAL STANDARDS. 4. TO DEVELOP, BY PRECEPT AND EXAMPLE, A MORE INTELLIGENT, AGGRESSIVE, AND SERVICEABLE CITIZENSHIP. 5. TO PROVIDE, THROUGH THIS CLUB, A PRACTICAL MEANS TO FORM ENDURING FRIENDSHIPS, TO RENDER ALTRUISTIC SERVICE, AND TO BUILD A BETTER COMMUNITY. 6.TO COOPERATE IN CREATING AND MAINTAINING THAT SOUND PUBLIC OPINION AND HIGH IDEALISM WHICH MAKE POSSIBLE THE INCREASE OF RIGHTEOUSNESS, JUSTICE, PATRIOTISM ANS GOOD WILL.

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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 $0

Program Service Revenue $7,202

Investment Income $11

Other Revenue $2,947

TOTAL REVENUE $10,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,169

TOTAL EXPENSES $8,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,160	$19,856	-0.5%
Expenses	$8,169	$11,470	-0.3%
Net Income	$1,991	$8,386	-0.8%

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
JESSICA ALMEIDA	DIRECTOR	N/A	Director	$0	$0	$0
WALLACE BRIXNER	SECRETARY	N/A	Officer Director	$0	$0	$0
DIANE CORTER	TREASURER	N/A	Officer Director	$0	$0	$0
ASHLEY DAVIDSON	DIRECTOR	N/A	Director	$0	$0	$0
JEFFREY GATES	DIRECTOR	N/A	Director	$0	$0	$0
GARRET JONES	DIRECTOR	N/A	Director	$0	$0	$0
DEAN KONNER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN KRUG	DIRECTOR	N/A	Officer Director	$0	$0	$0
JOY SCALLY	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
ANTHONY THOMAS	PRESIDENT	N/A	Officer Director	$0	$0	$0
LENORE VOORHIS-HAYDEN	DIRECTOR	N/A	Director	$0	$0	$0
MARLENE WALDOCK	PREESIDENT E	N/A	Officer Director	$0	$0	$0
LEW WEFFERLING	DIRECTOR	N/A	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
2025	$10,160	$8,169	$35,912	$1,991
2024	$19,856	$11,470	$32,876	$8,386
2023	$12,019	$11,849	$26,035	$170
2022	$12,373	$10,056	$26,729	$2,317
2021	$9,411	$10,143	$22,926	$-732
2020	$9,253	$9,761	$22,250	$-508
2019	$9,792	$12,219	$24,123	$-2,427
2018	$12,710	$12,264	$27,015	$446

KIWANIS CLUB OF CALDWELL WEST ESSEX