WESTERN KIWANIS FOUNDATION OF KENOSHA co Brian Felland CPA (EIN 391783091) - 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

1982

Legal Domicile

Principal Officer

Chuck GIERL

Phone

2626527000

Tax Period

2023-10-01 to 2024-09-30

WESTERN KIWANIS FOUNDATION OF KENOSHA co Brian Felland CPA, founded in 1982, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $88K in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $104K exceeded revenue, resulting in a 17% operating deficit.

Mission

To benefit the community through charitable services and fund raising events and distributing grants to 501(c)(3) organizations that service youth, the disabled, low income, and elderly.

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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 $58,396

Program Service Revenue $0

Investment Income $9,916

Other Revenue $20,148

TOTAL REVENUE $88,460

Expense Breakdown

Grants Paid $18,561

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,192

Other Expenses $85,134

TOTAL EXPENSES $103,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,460	$53,773	+0.6%
Expenses	$103,695	$78,690	+0.3%
Net Income	$-15,235	$-24,917	-0.4%

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

N/A

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
CHUCK GIERL	Treasurer	4.00	Officer Director	$0	$0	$0
DAVE COVEY	Director	1.00	Director	$0	$0	$0
JOANNE HORNER	Secretary	4.00	Officer Director	$0	$0	$0
RON HORNER	President	4.00	Officer Director	$0	$0	$0
PETER BINDELLI	Director	1.00	Director	$0	$0	$0
SHARI KREWSON	Vice President	1.00	Director	$0	$0	$0
CANDY EISENHAUER	Director	1.00	Director	$0	$0	$0
DAN PASCUCCI	Director	1.00	Director	$0	$0	$0
MIKE LEITCH	Director	1.00	Director	$0	$0	$0
JEFF HANSON	Director	4.00	Director	$0	$0	$0
JIM PASCUCCI	Director	1.00	Director	$0	$0	$0
SUSAN BENNETT	Director	1.00	Director	$0	$0	$0
PHIL WADE	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
MIKE GOETSCH	Director	0.00	Director	$0	$0	$0
JACKI POPP	Director	0.00	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	$88,460	$103,695	$320,051	$-15,235
2023	$53,773	$78,690	$304,160	$-24,917
2022	$107,249	$53,906	$317,386	$53,343
2020	$214,919	$68,660	$297,247	$146,259
2019	$88,870	$86,663	$150,988	$2,207
2018	$89,109	$80,476	$148,781	$8,633

WESTERN KIWANIS FOUNDATION OF KENOSHA co Brian Felland CPA