Kiwanis Club of the Citrus Center Foundation Inc (EIN 592907041) - 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

1988

Legal Domicile

Principal Officer

Kerry P Charlet

Phone

8635293260

Tax Period

2022-10-01 to 2023-09-30

Kiwanis Club of the Citrus Center Foundation Inc, founded in 1988, is a micro nonprofit that reported $70K in total revenue in fiscal year 2022. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $23K, a strong 32% operating margin.

Mission

Volunteers dedicated to changing our community by serving children and organizations that serve, support and care for children.

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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 (2022)

Revenue Breakdown

Contributions & Grants $41,046

Program Service Revenue $0

Investment Income $9,049

Other Revenue $20,156

TOTAL REVENUE $70,251

Expense Breakdown

Grants Paid $47,450

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $237

TOTAL EXPENSES $47,687

Year-over-Year Comparison

	2022	2021	Change
Revenue	$70,251	$134,092	-0.5%
Expenses	$47,687	$150,654	-0.7%
Net Income	$22,564	$-16,562	-2.4%

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
Rebecca Knowles	President	006.00	Officer Director	$0	$0	$0
Jim LePere	President Elect	005.00	Officer Director	$0	$0	$0
Barbara Nivala	Secretary	005.00	Officer Director	$0	$0	$0
Kerry Charlet	Treasurer	004.00	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
2023	$70,251	$47,687	$198,000	$22,564

Kiwanis Club of the Citrus Center Foundation Inc