SOUTHWEST DISTRICT KIWANIS FOUNDATION INC (EIN 237393201) - 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

BOB MORRELL

Phone

5058216292

Tax Period

2022-10-01 to 2023-09-30

SOUTHWEST DISTRICT KIWANIS FOUNDATION INC, founded in 1972, is a small nonprofit in the Youth Development sector that reported $251K in total revenue in fiscal year 2022. Revenue surged 134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 48% operating margin.

Mission

TO MAINTAIN A GROUP EXEMPTION FOR KIWANIS CLUBS IN THE SOUTHWEST DISTRICT AS A MEANS OF SUPPORTING PROJECTS THAT NO ONE CLUB COULD FINANCE BY ITSELF; TO MAINTAIN A YOUTH CAMP IN NEW MEXICO CALLED KAMP KIWANIS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $177,035

Program Service Revenue $28,263

Investment Income $24,472

Other Revenue $21,699

TOTAL REVENUE $251,469

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $22,507

Fundraising Expenses $0

Program Expenses $125,685

Other Expenses $102,839

TOTAL EXPENSES $130,346

Year-over-Year Comparison

	2022	2021	Change
Revenue	$251,469	$107,267	+1.3%
Expenses	$130,346	$121,438	+0.1%
Net Income	$121,123	$-14,171	-9.5%

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

Volunteers

4000

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
BOB MORRELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
CRAIG PFEIFER	PRESIDENT EL	10.00	Officer Director	$0	$0	$0
BOB BREIDENBACH	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
BURT SNIPES	SECRETARY	10.00	Officer Director	$0	$0	$0
JIM SOWERS	TREASURER	10.00	Officer Director	$0	$0	$0
MARGE CARRITHERS	DIRECTOR	5.00	Director	$0	$0	$0
DON TOWNSEND	DIRECTOR	5.00	Director	$0	$0	$0
TONY GUTOWSKI	DIRECTOR	5.00	Director	$0	$0	$0
ALMA CARSON	DIRECTOR	5.00	Director	$0	$0	$0
HARRY SHAPIRO	DIRECTOR	5.00	Director	$0	$0	$0
KARIN CHURCH	DIRECTOR	5.00	Director	$0	$0	$0
JOHN H BAUMBERGER	DIRECTOR	5.00	Director	$0	$0	$0
GRETCHEN STEININGER	DIRECTOR	5.00	Director	$0	$0	$0
CHARLES SPINELLO	DIRECTOR	5.00	Director	$0	$0	$0
DON CAPERSON	DIRECTOR	5.00	Director	$0	$0	$0
PATTI STONE	DIRECTOR	5.00	Director	$0	$0	$0
MARCO KATO	DIRECTOR	5.00	Director	$0	$0	$0
LORI ANN BONOMO	DIRECTOR	5.00	Director	$0	$0	$0
CANDIE DROUIN	DIRECTOR	5.00	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
2023	$251,469	$130,346	$843,121	$121,123
2022	$107,267	$121,438	$720,176	$-14,171

SOUTHWEST DISTRICT KIWANIS FOUNDATION INC