Kiwanis Club of Atascadero Foundation (EIN 452563421) - 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

2011

Legal Domicile

Phone

8054609496

Tax Period

2024-10-01 to 2025-09-30

Kiwanis Club of Atascadero Foundation, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $157K in total revenue in fiscal year 2024. Expenses of $148K left a modest 6% surplus.

Mission

To support Kiwanis Club of Atascadero and the local community in and around San Luis Obispo County.

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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 $12,109

Program Service Revenue $30,937

Investment Income $10

Other Revenue $114,325

TOTAL REVENUE $157,381

Expense Breakdown

Grants Paid $85,008

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,289

Other Expenses $63,103

TOTAL EXPENSES $148,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,381	$158,535	0.0%
Expenses	$148,111	$156,532	-0.1%
Net Income	$9,270	$2,003	+3.6%

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

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
Mark Dariz	Treasurer	2.00	Officer	$0	$0	$0
Steve Wrightson	President	2.00	Officer	$0	$0	$0
Blaine Stauffer	President-Elect	2.00	Officer	$0	$0	$0
Gregory Heath	Past President	2.00	Officer	$0	$0	$0
Robert Fragione	Vice President	2.00	Officer	$0	$0	$0
Doug Meyer	Admin Secretary	2.00	Officer	$0	$0	$0
Sandy Edmunson	Rec. Secretary	2.00	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
2025	$157,381	$148,111	$91,724	$9,270
2024	$158,535	$156,532	$82,454	$2,003
2023	$116,001	$128,006	$80,451	$-12,005
2019	$182,944	$191,933	$62,037	$-8,989
2018	$125,957	$187,391	$71,026	$-61,434

Kiwanis Club of Atascadero Foundation