ADRIAN KIWANIS FOUNDATION INC (EIN 382563747) - 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

1984

Legal Domicile

Principal Officer

MICHAEL JACOBITZ

Phone

5174399331

Tax Period

2025-01-01 to 2025-12-31

ADRIAN KIWANIS FOUNDATION INC, founded in 1984, is a small nonprofit in the Community Improvement sector that reported $994K in total revenue in fiscal year 2025. Revenue surged 174% from the prior year, signaling strong growth momentum. The organization ran a surplus of $906K, a strong 91% operating margin.

Mission

TO RECEIVE AND ADMINISTER FUNDS FOR EDUCATIONAL, CHARITABLE OR RELIGIOUS PURPOSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $17,839

Program Service Revenue $0

Investment Income $975,827

Other Revenue $0

TOTAL REVENUE $993,666

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,508

Other Expenses $50,508

TOTAL EXPENSES $87,508

Year-over-Year Comparison

	2025	2024	Change
Revenue	$993,666	$362,000	+1.7%
Expenses	$87,508	$110,668	-0.2%
Net Income	$906,158	$251,332	+2.6%

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
FRANK RHAMES	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL MUELLER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JACK LEWIS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL JACOBITZ	TREASURER	1.00	Officer Director	$0	$0	$0
GARRY CLIFT	TRUSTEE	1.00	Director	$0	$0	$0
KRISTA GIRRBACH	TRUSTEE	1.00	Director	$0	$0	$0
GREG GOTHAM	TRUSTEE	1.00	Director	$0	$0	$0
KURT KOMINEK	TRUSTEE	1.00	Director	$0	$0	$0
J MICHAEL MAXWELL	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN NOFZINGER	TRUSTEE	1.00	Director	$0	$0	$0
GORDON GAUSS	TRUSTEE	1.00	Director	$0	$0	$0
DRAKE LOLLEY	TRUSTEE	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
2025	$993,666	$87,508	$5,216,348	$906,158
2024	$362,000	$110,668	$4,702,722	$251,332
2023	$147,668	$96,880	$4,162,259	$50,788
2022	$167,056	$46,698	$3,678,771	$120,358
2021	$608,100	$160,912	$4,437,756	$447,188
2020	$133,718	$150,405	$3,848,796	$-16,687
2019	$156,185	$179,633	$3,615,435	$-23,448
2018	$128,690	$118,055	$3,130,926	$10,635

ADRIAN KIWANIS FOUNDATION INC