KIWANIS CLUB OF SAN BERNARDINO CHARITABLE FOUNDATION (EIN 237241911) - 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

1972

Legal Domicile

Principal Officer

DEBORAH CROWLEY

Phone

9099531596

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF SAN BERNARDINO CHARITABLE FOUNDATION, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $145K in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 56% operating margin.

Mission

PROGRAMS FOR YOUTH, SPONSORED YOUTH ORGANIZATIONS, SCHOLARSHIPS AND OUR ANNUAL KIWANIS BASKETBALL TOURNAMENT FOR SIXTEEN HIGH SCHOOL TEAMS.

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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 $2,354

Program Service Revenue $7,266

Investment Income $134,887

Other Revenue $0

TOTAL REVENUE $144,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,363

Other Expenses $63,922

TOTAL EXPENSES $63,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,507	$56,793	+1.5%
Expenses	$63,922	$66,461	0.0%
Net Income	$80,585	$-9,668	-9.3%

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

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
C J COOK	PRESIDENT	3.00	Officer Director	$0	$0	$0
GREG HARRISON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROLE COLEY	SECRETARY	3.00	Officer Director	$0	$0	$0
DONALD AVERILL	ASST SECRETARY	2.00	Officer Director	$0	$0	$0
DEBORAH CROWLEY	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN COLEY	IMMED PAST PRES	1.00	Director	$0	$0	$0
CHRISTNEY BARILLA	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
JAY ZERCHER	BOARD MEMBER	3.00	Director	$0	$0	$0
REX RAMSEY	BOARD MEMBER	2.00	Director	$0	$0	$0
EUGENIA TURNER	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
2025	$144,507	$63,922	$941,833	$80,585
2024	$56,793	$66,461	$859,945	$-9,668
2023	$22,139	$61,494	$722,900	$-39,355
2022	$19,900	$52,023	$673,450	$-32,123
2021	$19,353	$31,914	$847,801	$-12,561
2020	$17,862	$45,222	$750,890	$-27,360
2019	$46,940	$50,437	$727,743	$-3,497
2018	$51,829	$56,279	$755,365	$-4,450

KIWANIS CLUB OF SAN BERNARDINO CHARITABLE FOUNDATION