CAPITAL DISTRICT KIWANIS FOUNDATION (EIN 237226256) - 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

1972

Legal Domicile

Principal Officer

DAVE LARABA

Phone

7034025959

Tax Period

2024-10-01 to 2025-09-30

CAPITAL DISTRICTKIWANIS FOUNDATION % TIM WESLING, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $198K in total revenue in fiscal year 2017. Revenue surged 156% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 70% operating margin.

Mission

TO AID AND PROMOTE COMMUNITY SERVICE THROUGH FINANCIAL ASSISTANCE TO OUR DISTRICT'S CLUBS; TO EXPEND FUNDS TO CARE FOR, TREAT, AND REHABILITATE INDIVIDUALS WITH DISABILITIES, PARTICULARLY CHILDREN EXPERIENCING TRAUMA; AND TO ASSIST KIWANIS' SPONSORED YOUTH ACTIVITIES WITH SCHOLARSHIPS AND GRANTS.

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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 $83,901

Program Service Revenue $0

Investment Income $87,029

Other Revenue $-3,100

TOTAL REVENUE $167,830

Expense Breakdown

Grants Paid $107,438

Salaries & Benefits $0

Fundraising Expenses $3,335

Program Expenses $114,109

Other Expenses $16,678

TOTAL EXPENSES $124,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,830	$164,038	+0.0%
Expenses	$124,116	$101,448	+0.2%
Net Income	$43,714	$62,590	-0.3%

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

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
HIAWATHA NICELY	Past President	0.50	Director	$0	$0	$0
DAVE LARABA	President	2.00	Officer Director	$0	$0	$0
NATASHA BASIL	Coordinator	2.00	Director	$0	$0	$0
NANCY SIMONELLI	Exec. Secretary	5.00	Officer Director	$0	$0	$0
DAVE LURIE	Treasurer	5.00	Officer Director	$0	$0	$0
PAUL SPRADLING	Coordinator	0.50	Director	$0	$0	$0
JOSH HISCOCK	Governor	0.50	Director	$0	$0	$0
JEFF WOLFF	Executive Dir.	0.50	Director	$0	$0	$0
BRIAN BELL	Regional Dir.	1.50	Director	$0	$0	$0
SCOTT PHILLIPS	Regional Dir.	1.50	Director	$0	$0	$0
SUE VONA	Regional Dir.	1.50	Director	$0	$0	$0
JOE STANKUS	Regional Dir.	1.50	Director	$0	$0	$0
JOANN BROOKS	Regional Dir.	1.50	Director	$0	$0	$0
DON WITT	President Elect	2.00	Officer Director	$0	$0	$0
LARISSA CASON	Vice President	1.50	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	$167,830	$124,116	$1,699,249	$43,714
2024	$164,038	$101,448	$1,606,186	$62,590
2023	$105,448	$97,215	$1,330,418	$8,233
2022	$98,957	$106,828	$1,247,860	$-7,871
2021	$290,471	$80,893	$1,417,259	$209,578
2020	$51,138	$80,697	$1,093,226	$-29,559
2019	$68,016	$82,736	$1,094,506	$-14,720
2018	$198,472	$58,662	$1,067,131	$139,810

CAPITAL DISTRICT KIWANIS FOUNDATION