BURLINGTON KIWANIS YOUTH AND FAMIL… - Form 990 Financial Data

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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

1965

Legal Domicile

Principal Officer

PHYLLIS RICE

Phone

2627637616

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON KIWANIS YOUTH AND FAMILY ASSISTANCE FOUNDATION INC, founded in 1965, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $134K left a modest 11% surplus.

Mission

TO PROVIDE STUDENT LOANS TO STUDENTS FROM THE CITY AND TOWNSHIP OF BURLINGTON, WI. TO AWARD SCHOLARSHIPS TO STUDENTS GRADUATING FROM BURLINGTON HIGH SCHOOL AND CATHOLIC CENTRAL HIGH SCHOOL IN BURLINGTON USING BHS SCHOLARSHIPS, INC. FOR DETERMINING CANDIDATES. TO AWARD AIDE TO YOUTH AND FAMILIES OF BURLINGTON ORGANIZATIONS THAT ARE CHARITABLE AND PROVIDE AID THEMSELVES TO YOUTH AND FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $133,034

TO PROVIDE STUDENT LOANS TO STUDENTS FROM THE CITY AND TOWNSHIP OF BURLINGTON, WI. TO AWARD SCHOLARSHIPS TO STUDENTS GRADUATING FROM BURLINGTON HIGH SCHOOL AND CATHOLIC CENTRAL HIGH SCHOOL IN...

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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 $140,464

Program Service Revenue $0

Investment Income $9,831

Other Revenue $0

TOTAL REVENUE $150,295

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,914

Other Expenses $134,016

TOTAL EXPENSES $134,016

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,295	$98,149	+0.5%
Expenses	$134,016	$176,962	-0.2%
Net Income	$16,279	$-78,813	-1.2%

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
BOB PRAILES	PRESIDENT	N/A	Officer	$0	$0	$0
KEVIN OBRIEN	VICE PRESIDE	N/A	Officer	$0	$0	$0
PHYLLIS RICE	TREASURER	N/A	Officer	$0	$0	$0
JEFF ERICKSON	SECRETARY	N/A	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	$150,295	$134,016	$213,114	$16,279

BURLINGTON KIWANIS YOUTH AND FAMILY ASSISTANCE FOUNDATION INC