OSHKOSH MID MORNING KIWANIS FOUNDATION INC (EIN 273296813) - 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

2010

Legal Domicile

Principal Officer

BRITTANY BARTEL

Phone

9202601044

Tax Period

2023-01-01 to 2023-12-31

OSHKOSH MID MORNING KIWANIS FOUNDATION INC, founded in 2010, is a micro nonprofit in the Community Improvement sector that reported $54K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $84K exceeded revenue, resulting in a 58% operating deficit.

Mission

WE ARE DEDICATED TO SERVING THE CHILDREN AND YOUNG PEOPLE OF OSHKOSH, AS WELL AS OUR INTEREST IN SUPPORTING INITIATIVES BY KIWANIS INTERNATIONAL THAT HELP CHILDREN THROUGHOUT THE NATION AND THE WORLD BY PROVIDING GRANTS AND SERVICES.

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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 $66,776

Program Service Revenue $0

Investment Income $680

Other Revenue $-13,893

TOTAL REVENUE $53,563

Expense Breakdown

Grants Paid $81,262

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,717

Other Expenses $3,167

TOTAL EXPENSES $84,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,563	$79,212	-0.3%
Expenses	$84,429	$88,795	0.0%
Net Income	$-30,866	$-9,583	+2.2%

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

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
SHAWN DOCKERY	DIRECTOR	3.00	Director	$0	$0	$0
SETH MURPHY	DIRECTOR	3.00	Director	$0	$0	$0
DAVID RUCKER	DIRECTOR	3.00	Director	$0	$0	$0
AMY SITTER	DIRECTOR	3.00	Director	$0	$0	$0
JEFF SLUSARSKI	DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE WIHLM	DIRECTOR	3.00	Director	$0	$0	$0
BRITTANY BARTEL	PRESIDENT	3.00	Officer	$0	$0	$0
MEGAN DALSING	SECRETARY	3.00	Officer	$0	$0	$0
BRUCE WILLIAMS	TREASURER	3.00	Officer	$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	$53,563	$84,429	$102,908	$-30,866
2022	$79,212	$88,795	$133,774	$-9,583
2021	$86,509	$24,619	$143,357	$61,890

OSHKOSH MID MORNING KIWANIS FOUNDATION INC