KIWANIS FOUNDATION OF TIERRASANTA SAN DIEGO CALIFORNIA (EIN 311561934) - 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

1997

Legal Domicile

Principal Officer

Michael R Pent

Phone

3109775787

Tax Period

2024-10-01 to 2025-09-30

KIWANIS FOUNDATION OF TIERRASANTA SAN DIEGO CALIFORNIA, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $88K in total revenue in fiscal year 2024. The organization ran a surplus of $35K, a strong 39% operating margin.

Mission

Assisting needy persons particularly young people; to assist worthy youth in attaining vocational excellence; and to aid disabled persons in regaining happy useful lives.

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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 (2024)

Revenue Breakdown

Contributions & Grants $58,650

Program Service Revenue $0

Investment Income $29,218

Other Revenue $0

TOTAL REVENUE $87,868

Expense Breakdown

Grants Paid $51,701

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,340

Other Expenses $1,639

TOTAL EXPENSES $53,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,868	$91,626	0.0%
Expenses	$53,340	$74,712	-0.3%
Net Income	$34,528	$16,914	+1.0%

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
Michael R Pent	President	10.00	Officer	$0	$0	$0
Hani Shatila	Vice-President	10.00	Officer	$0	$0	$0
Mark M Mercer	Secretary	15.00	Officer	$0	$0	$0
Jeffrey P Ott	Treasurer	15.00	Officer	$0	$0	$0
John Haigis	Director	2.00	Director	$0	$0	$0
James Knox	Director	2.00	Director	$0	$0	$0
Sheila Weiner	Director	2.00	Director	$0	$0	$0
David West	Director	2.00	Director	$0	$0	$0
Richard Bourda	Director	2.00	Director	$0	$0	$0
Lonnie Folsom	Director	2.00	Director	$0	$0	$0
Rex Warburton	Director	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
2025	$87,868	$53,340	$629,009	$34,528
2024	$91,626	$74,712	$559,181	$16,914

KIWANIS FOUNDATION OF TIERRASANTA SAN DIEGO CALIFORNIA