KIWANIS CLUB OF MASON

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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

1957

Legal Domicile

Principal Officer

JOE SCHROEDER

Phone

5132606180

Tax Period

2023-10-01 to 2024-09-30

KIWANIS CLUB OF MASON, founded in 1957, is a small nonprofit that reported $131K in total revenue in fiscal year 2023. The organization ran a surplus of $24K, a strong 18% operating margin.

Mission

TO RAISE MONEY FOR THE MASON SCHOLARSHIP FOUNDATION. THE ORGANIZATION ALSO PROVIDES VARIOUS EARLY CHILDHOOD, HUMAN AND SPIRITUAL AND YOUTH SERVICES TO THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $41,485 Revenue: $50,580

EDUCATION SCHOLARSHIPS GRANTED THROUGH THE MASON SCHOLARSHIP FOUNDATION.

Program 2

Expenses: $37,929 Revenue: $46,204

MONIES USED FOR COMMUNITY SERVICES SUCH AS WW II MEMORIAL AND COALITION FOR A DRUG FREE WARREN COUNTY.

Program 3

Expenses: $24,983 Revenue: $33,730

MONIES USED FOR PRIORITY ONE SERVICES WHICH INCLUDE, BUT ARE NOT LIMITED TO, EARLY CHILDHOOD DEVELOPMENT SUCH AS READING PROGRAMS AND DRUG AND SUBSTANCE ABUSE EDUCATION.

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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 $635

Program Service Revenue $130,514

Investment Income $124

Other Revenue $0

TOTAL REVENUE $131,273

Expense Breakdown

Grants Paid $51,881

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,397

Other Expenses $55,871

TOTAL EXPENSES $107,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$131,273	$123,547	+0.1%
Expenses	$107,752	$90,518	+0.2%
Net Income	$23,521	$33,029	-0.3%

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	Role	Reportable Comp	Other Comp	Total
SAM SLATER	SECRETARY	Officer	$0	$0	$0
DAVID NELSON	TREASURER	Officer	$0	$0	$0
ANNIE DROEGE	PRESIDENT	Officer	$0	$0	$0
JANET DANE-NELSON	PRESIDENT-ELECT	Officer	$0	$0	$0
NICK BOGA	VICE PRESIDENT	Officer	$0	$0	$0
JIM FOX	PAST PRESIDENT	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
2025	No data	No data	No data	No data
2024	$131,273	$107,752	$100,850	$23,521
2023	$123,547	$90,518	$77,328	$33,029
2022	$103,628	$98,745	$44,299	$4,883
2021	$72,566	$73,545	$39,111	$-979
2020	$69,717	$57,125	$40,451	$12,592