Kiwanis Club of Lynchburg Foundatio (EIN 541636088) - 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

2004

Legal Domicile

Phone

4346658138

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF LYNCHBURG FOUNDTN, founded in 2004, is a micro nonprofit in the Education sector that reported $74K in total revenue in fiscal year 2017. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 43% operating margin.

Mission

Kiwanis is an organization dedicated to community service. We create and sponsor projects that benefit people of Lynchburg, Virginia and surrouding counties - expecially children. The Kiwanis motto is: Kiwanis is an organization of volunteers dedicated to improving the world

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,938

Program Service Revenue $0

Investment Income $104,132

Other Revenue $17,635

TOTAL REVENUE $125,705

Expense Breakdown

Grants Paid $120,978

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,485

Other Expenses $21,507

TOTAL EXPENSES $142,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,705	$68,352	+0.8%
Expenses	$142,485	$127,508	+0.1%
Net Income	$-16,780	$-59,156	-0.7%

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

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
Lyle Schweitzer	SecretaryTreasurer	2.00	Officer Director	$0	$0	$0
Chris Howell	CFO	2.00	Officer Director	$0	$0	$0
John Richards	Trustee	2.00	Director	$0	$0	$0
Rob Gilbert	Trustee	1.00	Director	$0	$0	$0
Glenn Updike	Trustee	1.00	Director	$0	$0	$0
Howard Butler	Trustee	0.00	Director	$0	$0	$0
Brandon Farmer	Trustee	0.00	Director	$0	$0	$0
James Minear	President	0.00	Officer 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
2025	$125,705	$142,485	$1,223,872	$-16,780
2024	$68,352	$127,508	$1,196,722	$-59,156
2023	$100,645	$43,363	$1,004,525	$57,282
2022	$50,940	$27,099	$994,382	$23,841
2021	$107,257	$53,215	$994,382	$54,042
2020	$109,835	$31,836	$940,340	$77,999
2019	$71,083	$39,465	$862,341	$31,618
2018	$73,561	$42,164	$830,723	$31,397

Kiwanis Club of Lynchburg Foundatio