THE MIDDLETOWN OHIO KIWANIS FOUNDATION (EIN 311050170) - 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

1982

Legal Domicile

Principal Officer

GARY L GROSS

Phone

5134246035

Tax Period

2022-10-01 to 2023-09-30

THE MIDDLETOWN OHIO KIWANIS FOUNDATION, founded in 1982, is a micro nonprofit that reported $40K in total revenue in fiscal year 2022. Revenue surged 56% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SCHOLARSHIPS FOR QUALIFYING STUDENTS AND PROVIDE FINANCIAL ASSISTANCE TO NEEDY INDIVIDUALS.

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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 $21,035

Program Service Revenue $0

Investment Income $2

Other Revenue $18,888

TOTAL REVENUE $39,925

Expense Breakdown

Grants Paid $38,108

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,108

Other Expenses $1,000

TOTAL EXPENSES $39,108

Year-over-Year Comparison

	2022	2021	Change
Revenue	$39,925	$25,662	+0.6%
Expenses	$39,108	$16,667	+1.3%
Net Income	$817	$8,995	-0.9%

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
ANITA SHEW	PRESIDENT	2.00	Officer Director	$0	$0	$0
MONICA MARSH	PRESIDENT-ELECT	0.50	Officer Director	$0	$0	$0
DON IMHOFF JR	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY GROSS	TREASURER	2.00	Officer Director	$0	$0	$0
JUANITA DRISCOLL	DIRECTOR	0.50	Director	$0	$0	$0
HENRIETTA NYE	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD COYLE	DIRECTOR	0.50	Director	$0	$0	$0
MARLA MARSH	DIRECTOR	0.50	Director	$0	$0	$0
JC SHEW	DIRECTOR	0.50	Director	$0	$0	$0
LARRY CURLESS	DIRECTOR	0.50	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	$39,925	$39,108	$34,044	$817
2022	$25,662	$16,667	$33,227	$8,995
2021	$214,380	$212,794	$24,231	$1,586

THE MIDDLETOWN OHIO KIWANIS FOUNDATION