BROOKSVILLE KIWANIS CLUB FOUNDATION INC (EIN 593203940) - 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

1996

Legal Domicile

Principal Officer

RICHARD CARLTON

Phone

3524420113

Tax Period

2024-10-01 to 2025-09-30

BROOKSVILLE KIWANIS CLUB FOUNDATION INC, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $156K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 43% operating margin.

Mission

PROVIDE SCHOLARSHPS, DISASTER RELIEF & COMMUNITY SUPPORT

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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 $21,000

Program Service Revenue $0

Investment Income $119,653

Other Revenue $15,830

TOTAL REVENUE $156,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,552

Program Expenses $79,392

Other Expenses $89,932

TOTAL EXPENSES $89,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$156,483	$88,120	+0.8%
Expenses	$89,932	$320,037	-0.7%
Net Income	$66,551	$-231,917	-1.3%

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	Role	Reportable Comp	Other Comp	Total
DARREL OPPEDAL	VICE PRESIDENT	Officer Director	$0	$0	$0
RICHARD CARLTON	TREASURER	Officer Director	$0	$0	$0
JAN OPPEDAL	SECRETARY	Officer Director	$0	$0	$0
FRANK CASSARA	DIRECTOR	Officer Director	$0	$0	$0
JOHN EHLENBECK	DIRECTOR	Officer Director	$0	$0	$0
ALLEN HALPERN	DIRECTOR	Officer Director	$0	$0	$0
RICHARD TOMBRINK	PRESIDENT	Officer Director	$0	$0	$0
PAT CROWLEY	VICE PRESIDENT	Officer Director	$0	$0	$0
LINDA BARRY	DIRECTOR	Officer Director	$0	$0	$0
BROC VALDEZ	DIRECTOR	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	$156,483	$89,932	$1,761,832	$66,551
2024	$88,120	$320,037	$1,874,909	$-231,917
2023	$106,763	$70,183	$1,552,508	$36,580
2022	$158,220	$90,307	$1,413,241	$67,913
2021	$57,651	$23,111	$1,736,468	$34,540

BROOKSVILLE KIWANIS CLUB FOUNDATION INC