KIRKLAND COMMUNITY FOUNDATION (EIN 464931717) - 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

2014

Legal Domicile

Principal Officer

CARMIN DALZIEL

Phone

4255053348

Tax Period

2024-01-01 to 2024-12-31

KIRKLAND COMMUNITY FOUNDATION, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $326K in total revenue in fiscal year 2024. Expenses of $297K left a modest 9% surplus.

Mission

SUPPORTING THE COMMUNITY OF KIRKLAND, WA

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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 $294,313

Program Service Revenue $10,918

Investment Income $20,479

Other Revenue $0

TOTAL REVENUE $325,710

Expense Breakdown

Grants Paid $185,452

Salaries & Benefits $41,406

Fundraising Expenses $15,425

Program Expenses $198,321

Other Expenses $70,443

TOTAL EXPENSES $297,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,710	$327,773	0.0%
Expenses	$297,301	$115,624	+1.6%
Net Income	$28,409	$212,149	-0.9%

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

Volunteers

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

$38,060

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALZIEL CARMIN	EXCUTIVE DIRECTOR (PART-YEAR)	40.00	Officer	$35,891	$2,169	$38,060
ADAM WHITE	SECRETARY	1.00	Officer Director	$0	$0	$0
BEA NAHON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS WHEATON	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER KNOX	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN HEUER	PRESIDENT	20.00	Officer Director	$0	$0	$0
KAREN SNEPP	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY FEEK	BOARD MEMBER	1.00	Director	$0	$0	$0
NONA GANZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY OTTEN	TREASURER	20.00	Officer Director	$0	$0	$0
STEVE LEGG	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM NEIR	BOARD MEMBER	20.00	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	$325,710	$297,301	$450,577	$28,409
2023	$327,773	$115,624	$420,293	$212,149
2022	$242,907	$91,852	$217,209	$151,055
2020	$292,869	$224,220	$80,314	$68,649

KIRKLAND COMMUNITY FOUNDATION