MOUNTAIN VIEW KIWANIS FOUNDATION (EIN 237335389) - 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

1961

Legal Domicile

Principal Officer

DEIRDRE FAGER

Phone

6504653366

Tax Period

2023-10-01 to 2024-09-30

MOUNTAIN VIEW KIWANIS FOUNDATION, founded in 1961, is a small nonprofit in the Housing & Shelter sector that reported $406K in total revenue in fiscal year 2023. The organization ran a surplus of $188K, a strong 46% operating margin.

Mission

TO SUPPORT, BENEFIT OR CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE KIWANIS CLUB OF MOUNTAIN VIEW, SO LONG AS THE LATTER ORGANIZATION CONTINUES TO BE DESCRIBED IN SECTIONS 501(C)(4) AND 509(A)(2) OF THE INTERNAL REVENUE CODE.

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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 $0

Program Service Revenue $0

Investment Income $406,244

Other Revenue $0

TOTAL REVENUE $406,244

Expense Breakdown

Grants Paid $185,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,801

Other Expenses $32,352

TOTAL EXPENSES $218,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$406,244	$-96,949	-5.2%
Expenses	$218,102	$208,966	+0.0%
Net Income	$188,142	$-305,915	-1.6%

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
DEIDRE FAGER	President	8.00	Officer Director	$0	$0	$0
DIAHANNA FLORES	Secretary	8.00	Officer Director	$0	$0	$0
JEFFREY SATO	Treasurer	8.00	Director	$0	$0	$0
MARK LINDBERG	Trustee	4.00	Director	$0	$0	$0
RICHARD MEYER	Trustee	4.00	Director	$0	$0	$0
MARY KAY MARINOVICH	Trustee	4.00	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	$406,244	$218,102	$4,265,458	$188,142
2023	$-96,949	$208,966	$3,667,962	$-305,915
2022	$156,214	$215,979	$3,431,622	$-59,765
2021	$259,675	$194,415	$4,362,975	$65,260
2020	$97,635	$217,621	$3,734,890	$-119,986
2019	$162,034	$201,148	$3,815,348	$-39,114
2018	$106,287	$149,259	$3,913,659	$-42,972

MOUNTAIN VIEW KIWANIS FOUNDATION