KIWANIS FOUNDATION OF NEW ENGLAND INC (EIN 237209028) - 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

1954

Legal Domicile

Principal Officer

THERESA M COOK

Phone

5086260404

Tax Period

2023-10-01 to 2024-09-30

KIWANIS FOUNDATION OF NEW ENGLAND INC, founded in 1954, is a small nonprofit that reported $366K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $199K, a strong 55% operating margin.

Mission

TO MAKE DONATIONS TO VARIOUS CHARITABLE, SCIENTIFIC OR EDUCATIONAL 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 (2023)

Revenue Breakdown

Contributions & Grants $28,921

Program Service Revenue $0

Investment Income $337,025

Other Revenue $0

TOTAL REVENUE $365,946

Expense Breakdown

Grants Paid $67,377

Salaries & Benefits $0

Fundraising Expenses $6,162

Program Expenses $67,876

Other Expenses $99,099

TOTAL EXPENSES $166,476

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,946	$858,422	-0.6%
Expenses	$166,476	$122,914	+0.4%
Net Income	$199,470	$735,508	-0.7%

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
CHRISTOPHER M HOLDEN	PRESIDENT	25.00	Officer Director	$0	$0	$0
SUSAN SCHROETER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
THERESA M COOK	TREASURER	25.00	Officer Director	$0	$0	$0
GAIL CALVAO	SECRETARY	25.00	Officer Director	$0	$0	$0
DAVID PETERSON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DENIS MURPHY II	PRESIDENT - ELECT	10.00	Officer Director	$0	$0	$0
DONNA ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
LARRY GIORDANO	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE DELISLE	DIRECTOR	1.00	Director	$0	$0	$0
KARL UZCATEGUI	DIRECTOR	1.00	Director	$0	$0	$0
MARYANN BELASON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BURGESS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL J DONATO	DIRECTOR	1.00	Director	$0	$0	$0
ELI RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
AVA ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
GLEN CEFALO	DIRECTOR	1.00	Director	$0	$0	$0
BART STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA COSTAS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA PLANTE	DIRECTOR	1.00	Director	$0	$0	$0
JANET KELEWAE	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
MERNAYSA RIVERA BUJOS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MAIHOS	DIRECTOR	1.00	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	$365,946	$166,476	$9,745,971	$199,470
2023	$858,422	$122,914	$7,952,550	$735,508
2022	$807,277	$103,548	$7,084,256	$703,729
2021	$697,980	$153,284	$8,384,309	$544,696
2020	$176,296	$139,335	$7,048,571	$36,961
2019	$350,023	$159,707	$6,405,794	$190,316
2018	$521,331	$138,457	$6,126,194	$382,874

KIWANIS FOUNDATION OF NEW ENGLAND INC