KIWANIS FOUNDATION OF CHARLOTTE COUNTY INC (EIN 592379416) - 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

1983

Legal Domicile

Principal Officer

ERIC DEYOUNG

Phone

9412233179

Tax Period

2024-10-01 to 2025-09-30

KIWANIS FOUNDATION OF CHARLOTTE COUNTY INC, founded in 1983, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 658% from the prior year, signaling strong growth momentum. The organization ran a surplus of $856K, a strong 84% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO PRIMARILY HIGH SCHOOL STUDENTS IN CHARLOTTE COUNTY, FLORIDA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $838,241

Program Service Revenue $0

Investment Income $183,670

Other Revenue $0

TOTAL REVENUE $1,021,911

Expense Breakdown

Grants Paid $126,340

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,516

Other Expenses $39,125

TOTAL EXPENSES $165,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,021,911	$134,793	+6.6%
Expenses	$165,465	$134,558	+0.2%
Net Income	$856,446	$235	+3643.5%

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

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
RAY ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG DEYOUNG	DIRECTOR	2.00	Director	$0	$0	$0
ERIC DEYOUNG	TREASURER	2.00	Officer Director	$0	$0	$0
FRANK DESGUIN	DIRECTOR	2.00	Director	$0	$0	$0
JIM FINCH	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL FRANK	DIRECTOR	2.00	Director	$0	$0	$0
KELLI GEDDEIS	DIRECTOR	2.00	Director	$0	$0	$0
SANKEY E WEBB III	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT KOCH	DIRECTOR	2.00	Director	$0	$0	$0
JOE MAGGIORE	DIRECTOR	2.00	Director	$0	$0	$0
RON SMITH	DIRECTOR	2.00	Director	$0	$0	$0
LEE SWIFT	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS TUCKER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANA UEBELACKER	DIRECTOR	2.00	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	$1,021,911	$165,465	$3,291,142	$856,446
2024	$134,793	$134,558	$2,324,406	$235
2023	$54,955	$138,409	$1,851,025	$-83,454
2022	$215,968	$140,405	$1,743,569	$75,563
2021	$103,342	$121,032	$2,127,831	$-17,690
2020	$138,687	$59,736	$1,822,208	$78,951
2019	$98,766	$125,828	$1,698,769	$-27,062
2018	$156,662	$117,504	$1,722,269	$39,158

KIWANIS FOUNDATION OF CHARLOTTE COUNTY INC