LAKELAND KIWANIS CHARITABLE FOUNDA… - 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

Legal Domicile

Principal Officer

JACKYE MAXEY

Tax Period

2019-10-01 to 2020-09-30

LAKELAND KIWANIS CHARITABLE FOUNDATION INC is a small nonprofit in the Community Improvement sector that reported $179K in total revenue in fiscal year 2019. The organization ran a surplus of $122K, a strong 68% operating margin.

Mission

ASSISTANCE TO YOUTH AND DISADVANTAGED

Program Service Accomplishments

Program 1

Expenses: $56,321

PROVIDE BOOKS AND PROMOTE READING TO HUNDREDS OF LOCAL CHILDREN. PROVIDE SCHOOL SUPPLIES TO THOUSANDS OF CHILDREN. VARIOUS SMALLER PROJECTS TO BENEFIT THE COMMUNITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $43,245

Program Service Revenue $0

Investment Income $251

Other Revenue $135,050

TOTAL REVENUE $178,546

Expense Breakdown

Grants Paid $56,196

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,321

Other Expenses $711

TOTAL EXPENSES $56,907

Year-over-Year Comparison

	2019	2018	Change
Revenue	$178,546	N/A	N/A
Expenses	$56,907	N/A	N/A
Net Income	$121,639	N/A	N/A

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
SHIRLEY BALOGH	DIRECTOR	1.00	Director	$0	$0	$0
PAUL COLEE	DIRECTOR	1.00	Director	$0	$0	$0
MANDY FULTON	DIRECTOR	1.00	Director	$0	$0	$0
ADAM HARTLEY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HOUTZ	DIRECTOR	1.00	Director	$0	$0	$0
JACKYE MAXEY	PRESIDENT-EL	1.00	Director	$0	$0	$0
AILEEN PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
RICKY REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
CLINT RHOTEN	DIRECTOR	1.00	Director	$0	$0	$0
LANA SWARTZWELDER	DIRECTOR	1.00	Director	$0	$0	$0
ANA WOOD	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON BROCK	TREASURER	4.00	Officer	$0	$0	$0
BRIAN DOCKERY	PRESIDENT	10.00	Officer	$0	$0	$0
MICHAEL EHLENBECK	PAST-PRESIDE	1.00	Officer	$0	$0	$0
LISA OLIVER	SECRETARY	4.00	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
2020	$178,546	$56,907	$297,148	$121,639

LAKELAND KIWANIS CHARITABLE FOUNDATION INC