KIWANIS HERITAGE INC (EIN 391847142) - 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

1994

Legal Domicile

Principal Officer

CANDACE PORTER

Phone

2626424800

Tax Period

2024-01-01 to 2024-12-31

KIWANIS HERITAGE INC, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $803K in total revenue in fiscal year 2024. The organization ran a surplus of $177K, a strong 22% operating margin.

Mission

THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF PROVIDING A 50-UNIT SENIOR HOUSING FACILITY IN EAST TROY, WISCONSIN, KNOWN AS HERITAGE EAST TROY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $771,250

Investment Income $32,164

Other Revenue $0

TOTAL REVENUE $803,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,963

Fundraising Expenses $0

Program Expenses $572,298

Other Expenses $481,067

TOTAL EXPENSES $626,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$803,414	$761,470	+0.1%
Expenses	$626,030	$689,146	-0.1%
Net Income	$177,384	$72,324	+1.5%

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
JEN KESSELHON	DIRECTOR	001.00	Director	$0	$0	$0
BARBARA JEFFRIES	DIRECTOR	001.00	Director	$0	$0	$0
MAROLYN KOMPERUD	DIRECTOR	001.00	Director	$0	$0	$0
BARB JONES	DIRECTOR	001.00	Director	$0	$0	$0
AMY MARKHAM	DIRECTOR	001.00	Director	$0	$0	$0
ERIC KRAMER	TREASURER	002.00	Officer Director	$0	$0	$0
JAN ROSTKOWSKI	SECRETARY	002.00	Officer Director	$0	$0	$0
TERRY DIGNAN	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
CANDACE PORTER	PRESIDENT	002.00	Officer 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	$803,414	$626,030	$2,503,574	$177,384
2023	$761,470	$689,146	$2,406,792	$72,324
2022	$704,979	$689,024	$2,390,285	$15,955
2021	$656,104	$600,409	$2,438,849	$55,695
2020	$645,145	$591,508	$2,429,216	$53,637
2019	$587,808	$620,537	$2,425,933	$-32,729
2018	$630,451	$600,244	$2,491,714	$30,207

KIWANIS HERITAGE INC