CAROLINAS DISTRICT KIWANIS FOUNDATION INC (EIN 570722205) - 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

1981

Legal Domicile

Principal Officer

ROBERT POOLE

Phone

9109783600

Tax Period

2023-10-01 to 2024-09-30

CAROLINAS DISTRICT KIWANIS FOUNDATION INC, founded in 1981, is a micro nonprofit that reported $77K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 46% operating margin.

Mission

PROVIDE FINANCIAL ASSISTANCE TO SERVICE PROGRAMS THAT SUPPORT THE MISSION OF KIWANIS INTERNATIONAL

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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 (2023)

Revenue Breakdown

Contributions & Grants $26,399

Program Service Revenue $0

Investment Income $50,344

Other Revenue $0

TOTAL REVENUE $76,743

Expense Breakdown

Grants Paid $35,426

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,426

Other Expenses $5,990

TOTAL EXPENSES $41,416

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,743	$45,799	+0.7%
Expenses	$41,416	$48,304	-0.1%
Net Income	$35,327	$-2,505	-15.1%

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
WEBSTER JAMES	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY JO BRUBAKER	SECRETARY	5.00	Officer Director	$0	$0	$0
ROBERT POOLE	TREASURER	5.00	Officer Director	$0	$0	$0
DOUG DAY	DIRECTOR	0.00	Director	$0	$0	$0
HAROLD JONES	DIRECTOR	0.00	Director	$0	$0	$0
BILL CLINGENPEEL	DIRECTOR	0.00	Director	$0	$0	$0
PETE HOOGENDONK	DIRECTOR	0.00	Director	$0	$0	$0
TIM HUCKS	DIRECTOR	0.00	Director	$0	$0	$0
LYNN DEESE	DIRECTOR	0.00	Director	$0	$0	$0
JOHN CHIESA	EX-OFFICIO MEMBER	0.00	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	$76,743	$41,416	$1,245,435	$35,327
2023	$45,799	$48,304	$1,048,674	$-2,505
2022	$66,342	$51,354	$967,554	$14,988
2021	$45,276	$32,349	$1,143,356	$12,927
2020	$38,717	$50,367	$996,623	$-11,650
2019	$66,820	$59,709	$1,053,832	$7,111
2018	$140,273	$62,746	$1,089,767	$77,527

CAROLINAS DISTRICT KIWANIS FOUNDATION INC