KIWANIS FOUNDATION OF FREDERICKSBURG (EIN 237017279) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

MATT MITCHELL

Phone

5403713195

Tax Period

2024-01-01 to 2024-12-31

KIWANIS FOUNDATION OF FREDERICKSBURG, founded in 1969, is a micro nonprofit that reported $19K in total revenue in fiscal year 2018. Expenses of $28K exceeded revenue, resulting in a 49% operating deficit.

Mission

TO ASSIST NEEDY & YOUTH ORGANIZATIONS IN THE FREDERICKSBURG, VIRGINIA AREA

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,710

Program Service Revenue $0

Investment Income $133,799

Other Revenue $0

TOTAL REVENUE $137,509

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,380

Other Expenses $380

TOTAL EXPENSES $50,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,509	$40,499	+2.4%
Expenses	$50,380	$67,249	-0.3%
Net Income	$87,129	$-26,750	-4.3%

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

N/A

Employees

N/A

Volunteers

N/A

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
STEVE FLANAGAN	PRESIDENT	N/A	Officer	$0	$0	$0
MATT MITCHELL	TREASURER	N/A	Officer	$0	$0	$0
DAN DEMARCHIS	DIRECTOR	N/A	Director	$0	$0	$0
PHILLIP LEONHARDT	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA MARINARO	SECRETARY	N/A	Officer	$0	$0	$0
WILLIAM ALLEN	DIRECTOR	N/A	Director	$0	$0	$0
AMANDA PROCH	DIRECTOR	N/A	Director	$0	$0	$0
JOY MCINTIRE	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
2024	$137,509	$50,380	$1,156,083	$87,129
2023	$40,499	$67,249	$979,519	$-26,750
2022	$98,889	$34,004	$928,492	$64,885
2021	$96,927	$34,410	$1,009,908	$62,517
2020	$46,136	$32,349	$817,384	$13,787
2019	$27,379	$30,280	$796,001	$-2,901
2018	$18,993	$28,285	$625,016	$-9,292

KIWANIS FOUNDATION OF FREDERICKSBURG