Dunedin Kiwanis Foundation Inc (EIN 260645618) - 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

2007

Legal Domicile

Principal Officer

Elinor Fox

Phone

7275352257

Tax Period

2024-10-01 to 2025-09-30

Dunedin Kiwanis Foundation Inc, founded in 2007, is a micro nonprofit in the Human Services sector that reported $46K in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 20% operating margin.

Mission

The Dunedin Kiwanis Foundation is the service arm of the Dunedin Kiwanis Club. The Foundation provides services and grants to the needy in the Dunedin FL area and through Kiwanis International and the Florida District.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $10,676

Program Service Revenue $0

Investment Income $550

Other Revenue $34,324

TOTAL REVENUE $45,550

Expense Breakdown

Grants Paid $35,054

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,054

Other Expenses $1,166

TOTAL EXPENSES $36,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,550	$24,850	+0.8%
Expenses	$36,220	$21,641	+0.7%
Net Income	$9,330	$3,209	+1.9%

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

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
Alicia Castricone	President	002.00	Officer Director	$0	$0	$0
Steven Bennett	President Elect	001.00	Officer Director	$0	$0	$0
Stephanie Bessett	Secretary	002.00	Officer Director	$0	$0	$0
Ele Fox	Treasurer	005.00	Officer Director	$0	$0	$0
Patrick Robertson	Past President	001.00	Officer Director	$0	$0	$0
LaNita Duvall	Vice President	001.00	Officer Director	$0	$0	$0
Richard Meyers	Director	001.00	Director	$0	$0	$0
Justin Spinello	Director	001.00	Director	$0	$0	$0
Diana Robertson	Director	001.00	Director	$0	$0	$0
Barbara George	Director	001.00	Director	$0	$0	$0
Paul Collette	Director	001.00	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	$45,550	$36,220	$47,263	$9,330
2024	$24,850	$21,641	$47,316	$3,209
2023	$28,670	$32,922	$40,123	$-4,252
2022	$28,484	$16,443	$37,913	$12,041
2021	$21,955	$13,836	$25,847	$8,119
2020	$27,782	$19,713	$17,728	$8,069
2019	$25,534	$23,174	$9,660	$2,360
2018	$19,316	$21,669	$8,675	$-2,353

Dunedin Kiwanis Foundation Inc