KIWANIS CLUB OF INVERNESS FLORIDA … - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

DAVID MONIER

Phone

3524767519

Tax Period

2025-01-01 to 2025-12-31

KIWANIS CLUB OF INVERNESS FLORIDA INC, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $275K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 29% operating margin.

Mission

TO PROVIDE THE ACTIVITIES AND MEANS TO SUPPORT THE NEEDS OF AREA CHILDREN AND/OR THOSE ORGANIZATIONS THAT PROVIDE THE BASIC NECESSITIES AND OPPORTUNITIES TO MEET THOSE NEEDS.

Program Service Accomplishments

Program 1

Expenses: $97,204 Revenue: $0

SPONSORSHIPS AND DONATIONS OF LOCAL CHARITABLE ORGANIZATIONS, YOUTH CIVIC AND SOCIAL ORGANIZATIONS, AND YOUTH SPORTS AND RECREATIONAL ORGANIZATIONS.

Program 2

Expenses: $13,000 Revenue: $0

LOCAL YOUTH SCHOLARSHIPS FOR CONTINUED EDUCATION.

Program 3

Expenses: $39,892 Revenue: $0

DONATIONS TO LOCAL SCHOOL PROJECTS AND FUNDRAISERS AND OTHER YOUTH ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $24,878

Program Service Revenue $0

Investment Income $0

Other Revenue $249,902

TOTAL REVENUE $274,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,734

Other Expenses $195,783

TOTAL EXPENSES $195,783

Year-over-Year Comparison

	2025	2024	Change
Revenue	$274,780	$209,931	+0.3%
Expenses	$195,783	$239,698	-0.2%
Net Income	$78,997	$-29,767	-3.7%

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
TRAVIS WELLS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BART BENNETT	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY BOUDREAU	SECRETARY	1.00	Officer Director	$0	$0	$0
JAKE FISCHER	PRESIDENT ELECT	1.00	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
2025	$274,780	$195,783	$350,331	$78,997
2024	$209,931	$239,698	$271,334	$-29,767
2023	$207,275	$247,860	$300,752	$-40,585
2022	$221,522	$179,240	$341,337	$42,282
2019	$138,409	$108,612	$311,926	$29,797

KIWANIS CLUB OF INVERNESS FLORIDA INC