SOUTHWEST DISTRICT KIWANIS FOUNDATION (EIN 352274827) - 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

2005

Legal Domicile

Principal Officer

DENNIS ARAGON

Phone

5054540819

Tax Period

2023-10-01 to 2024-09-30

SOUTHWEST DISTRICT KIWANIS FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $839K in total revenue in fiscal year 2023.

Mission

PROMOTE YOUTH & YOUTH ACTIVITIES IN & AROUND LAS VEGAS, NEW MEXICO.

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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 $231,164

Program Service Revenue $600,384

Investment Income $5,414

Other Revenue $2,345

TOTAL REVENUE $839,307

Expense Breakdown

Grants Paid $5,925

Salaries & Benefits $658,292

Fundraising Expenses $0

Program Expenses $853,862

Other Expenses $189,645

TOTAL EXPENSES $853,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$839,307	$819,296	+0.0%
Expenses	$853,862	$772,368	+0.1%
Net Income	$-14,555	$46,928	-1.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA SMITH	PRESIDENT	2.00	Director	$0	$0	$0
SARA HARRIS	SECRETARY	2.00	Director	$0	$0	$0
DENNIS ARAGON	TREASURER	2.00	Director	$0	$0	$0
HENRY TRUJILLO	DIRECTOR	1.00	Director	$0	$0	$0
MARY COLE	DIRECTOR	1.00	Director	$0	$0	$0
DON OWEN	DIRECTOR	1.00	Director	$0	$0	$0
ALICE KING	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA ARAGON	DIRECTOR	1.00	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
2024	$839,307	$853,862	$535,218	$-14,555
2023	$819,296	$772,368	$555,095	$46,928
2022	$758,001	$623,592	$508,418	$134,409
2021	$557,210	$521,869	$372,507	$35,341
2020	$511,910	$476,563	$335,744	$35,347

SOUTHWEST DISTRICT KIWANIS FOUNDATION