KIWANIS CLUB OF LOCH RAVEN FOUNDATION INC (EIN 521274723) - 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

1982

Legal Domicile

Principal Officer

PAMELA HEARN

Tax Period

2022-01-01 to 2022-12-31

KIWANIS CLUB OF LOCH RAVEN FOUNDATION INC, founded in 1982, is a micro nonprofit in the Community Improvement sector that reported $13K in total revenue in fiscal year 2022. Revenue fell 84% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 86% operating margin.

Mission

SUPPORT OF KIWANIS CLUB ACTIVITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $12,936

Other Revenue $0

TOTAL REVENUE $12,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,748

TOTAL EXPENSES $1,748

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,936	$80,076	-0.8%
Expenses	$1,748	$84,127	-1.0%
Net Income	$11,188	$-4,051	-3.8%

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
PATRICIA W BLUME	DIRECTOR	002.00	Director	$0	$0	$0
SHELIA M PERRONE	DIRECTOR	002.00	Director	$0	$0	$0
CARRIE ENGLE	PRESIDENT	002.00	Officer	$0	$0	$0
SANDRA BENSON	SECRETARY	002.00	Officer	$0	$0	$0
PAMELA HEARN	TREASURER	002.00	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
2022	$12,936	$1,748	$478,609	$11,188
2021	$80,076	$84,127	$534,923	$-4,051
2020	$899	$38,863	$576,755	$-37,964
2019	$14,230	$21,394	$571,610	$-7,164
2018	$23,432	$26,506	$500,595	$-3,074

KIWANIS CLUB OF LOCH RAVEN FOUNDATION INC