CIVITAN CLUB OF OWENSBORO KENTUCKY INC (EIN 260066871) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ROSE WHEELER

Phone

2075771315

Tax Period

2023-10-01 to 2024-09-30

CIVITAN CLUB OF OWENSBORO KENTUCKY INC, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $230K in total revenue in fiscal year 2023. Expenses of $222K left a modest 3% surplus.

Mission

CIVITANS ARE COMMITTED TO MEETING HUMAN NEEDS THROUGH COMMUNITY INVOLVEMENT WHILE PROVIDING EACH MEMBER WITH EXPERIENCE ESSENTIAL TO PERSONAL DEVELOPMENT. WE STRIVE TO STRENGTHEN THE INDIVIDUAL DIGNITY OF PEOPLE AND INVITE OTHERS TO SHARE OUR COMMITMENT TO THIS SERVICE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,625

Program Service Revenue $0

Investment Income $2,137

Other Revenue $225,771

TOTAL REVENUE $229,533

Expense Breakdown

Grants Paid $194,568

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,568

Other Expenses $26,985

TOTAL EXPENSES $221,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,533	$231,628	0.0%
Expenses	$221,553	$214,990	+0.0%
Net Income	$7,980	$16,638	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHERRY NASH	PRESIDENT	15.00	Officer Director	$0	$0	$0
ROSE WHEELER	PRES-ELECT /	15.00	Officer Director	$0	$0	$0
REBECCA GLENN	TREASURER	10.00	Officer Director	$0	$0	$0
LYNN FOGLE	SECRETARY	10.00	Officer Director	$0	$0	$0
WAYNE EDGE	ASST TREASUR	2.00	Director	$0	$0	$0
COLTON ROBERTS	BINGO SECRET	2.00	Director	$0	$0	$0
WAYNE WHEELER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGIE DITCH	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSEMARY CONDER	BOARD MEMBER	2.00	Director	$0	$0	$0
TINA WOLKEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK SCHELL	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
2024	$229,533	$221,553	$188,404	$7,980
2023	$231,628	$214,990	$181,270	$16,638
2022	$197,060	$191,036	$164,391	$6,024
2021	$129,893	$79,298	$158,319	$50,595
2020	$102,867	$84,899	$106,931	$17,968

CIVITAN CLUB OF OWENSBORO KENTUCKY INC