Kiwanis Foundation of Roanoke (EIN 546038865) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Phone

5403444333

Tax Period

2024-11-01 to 2025-10-31

Kiwanis Foundation of Roanoke, founded in 1955, is a micro nonprofit in the Community Improvement sector that reported $47K in total revenue in fiscal year 2017. Revenue decreased 9% compared to the prior year. Expenses of $64K exceeded revenue, resulting in a 36% operating deficit.

Mission

Income is contributed to the Kiwanis Club of Roanoke for educational and community service projects.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $52,978

Program Service Revenue $0

Investment Income $87,234

Other Revenue $0

TOTAL REVENUE $140,212

Expense Breakdown

Grants Paid $75,979

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,979

Other Expenses $14,674

TOTAL EXPENSES $90,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,212	$166,460	-0.2%
Expenses	$90,653	$144,693	-0.4%
Net Income	$49,559	$21,767	+1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Robert S Habermann	Vice President	2.00	Officer Director	$0	$0	$0
Stephanie Moon Reynolds	Director	1.00	Director	$0	$0	$0
Kevin Reeder	Director	1.00	Director	$0	$0	$0
Donna W Lynch	Director	1.00	Director	$0	$0	$0
Mike Bell	Treasurer	2.00	Officer Director	$0	$0	$0
John P Bradshaw Jr	Director	1.00	Director	$0	$0	$0
Donald Wilson	Director	1.00	Director	$0	$0	$0
F Anderson Stone	Director	1.00	Director	$0	$0	$0
John Montgomery	Secretary	2.00	Officer Director	$0	$0	$0
J Lee E Osborne	President	2.00	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	$140,212	$90,653	$1,714,348	$49,559
2024	$166,460	$144,693	$1,546,943	$21,767
2023	$80,300	$91,032	$1,332,418	$-10,732
2022	$182,022	$107,049	$1,345,726	$74,973
2022	$182,022	$107,049	$1,345,726	$74,973
2021	$84,361	$69,567	$1,449,779	$14,794
2020	$180,790	$294,758	$1,155,160	$-113,968
2019	$160,698	$65,494	$1,250,403	$95,204
2018	$47,300	$64,382	$1,088,854	$-17,082

Kiwanis Foundation of Roanoke