Kiwanis Club of Roanoke Va Inc (EIN 540273297) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Phone

5407616751

Tax Period

2019-10-01 to 2020-09-30

Kiwanis Club of Roanoke Va Inc, founded in 1920, is a small nonprofit that reported $188K in total revenue in fiscal year 2017. Revenue decreased 7% compared to the prior year.

Mission

Provide fellowship and educational programs for members and assistance to various charitable and educational projects and organizations in the Roanoke Valley of Virginia.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $291,135

Program Service Revenue $262,673

Investment Income $982

Other Revenue $24,920

TOTAL REVENUE $579,710

Expense Breakdown

Grants Paid $73,344

Salaries & Benefits $15,013

Fundraising Expenses $0

Program Expenses $532,284

Other Expenses $470,633

TOTAL EXPENSES $558,990

Year-over-Year Comparison

	2019	2018	Change
Revenue	$579,710	$224,907	+1.6%
Expenses	$558,990	$186,014	+2.0%
Net Income	$20,720	$38,893	-0.5%

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

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

$14,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Montgomery	Sec/Treasurer	15.00	Officer	$14,000	$0	$14,000
Will Dibling	Director	1.00	Director	$0	$0	$0
Reif Kessler	Director	1.00	Director	$0	$0	$0
Emily Bailey	Director	1.00	Director	$0	$0	$0
Sherman Holland	Director	1.00	Director	$0	$0	$0
Donna Lynch	Director	1.00	Director	$0	$0	$0
Ben Spiker	Director	1.00	Director	$0	$0	$0
Lois James	Director	1.00	Director	$0	$0	$0
Joyce Montgomery	Director	1.00	Director	$0	$0	$0
Bob Rutherford	Director	1.00	Director	$0	$0	$0
Luke Young	Director	1.00	Director	$0	$0	$0
Jenny Lee	Past President	3.00	Officer	$0	$0	$0
Clark Goodman	Vice President	3.00	Officer	$0	$0	$0
Cheryl Hartman	President	3.00	Officer	$0	$0	$0
Mike McEvoy	President-Elect	3.00	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	$579,710	$558,990	$147,531	$20,720
2019	$224,907	$186,014	$126,811	$38,893
2018	$188,432	$184,157	$87,918	$4,275

Kiwanis Club of Roanoke Va Inc