UPLAND FOOTHILL KIWANIS FOUNDATION (EIN 330906099) - 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

1956

Legal Domicile

Principal Officer

AMIRA BREWART

Tax Period

2023-01-01 to 2023-12-31

UPLAND FOOTHILL KIWANIS FOUNDATION, founded in 1956, is a small nonprofit in the Human Services sector that reported $404K in total revenue in fiscal year 2023. Revenue surged 408% from the prior year, signaling strong growth momentum. The organization ran a surplus of $337K, a strong 83% operating margin.

Mission

SUPPORT CHARITIES AND YOUTH ORGANIZATIONS IN THE CITY OF UPLAND

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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 $2,718

Program Service Revenue $0

Investment Income $332,407

Other Revenue $68,923

TOTAL REVENUE $404,048

Expense Breakdown

Grants Paid $62,660

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,442

Other Expenses $3,492

TOTAL EXPENSES $67,442

Year-over-Year Comparison

	2023	2022	Change
Revenue	$404,048	$79,478	+4.1%
Expenses	$67,442	$84,848	-0.2%
Net Income	$336,606	$-5,370	-63.7%

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
RALPH CAVALLO	PRESIDENT ELECT	4.00	Officer	$0	$0	$0
AMIRA BREWART	PRESIDENT	10.00	Officer	$0	$0	$0
MARILYN SPEARS	SECT	6.00	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
2024	No data	No data	No data	No data
2023	$404,048	$67,442	$977,990	$336,606
2022	$79,478	$84,848	$650,781	$-5,370
2021	$70,327	$57,870	$853,210	$12,457
2020	$59,166	$52,522	$775,329	$6,644
2019	$119,695	$75,786	$555,449	$43,909

UPLAND FOOTHILL KIWANIS FOUNDATION