SARASOTA KIWANIS FOUNDATION INC (EIN 596153329) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

RYAN THOMPSON

Phone

9412967218

Tax Period

2023-10-01 to 2024-09-30

SARASOTA KIWANIS FOUNDATION INC, founded in 1962, is a micro nonprofit in the Community Improvement sector that reported $49K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $1.4M represent 353 months of operating reserves.

Mission

TO SUPPORT SUCH WORTHY PROJECTS FOR YOUTH AND THE ELDERLY AS IN THE OPINION OF THE TRUSTEES SHALL BE DESERVING OF SUCH ASSISTANCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,872

Program Service Revenue $0

Investment Income $41,100

Other Revenue $0

TOTAL REVENUE $48,972

Expense Breakdown

Grants Paid $41,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,200

Other Expenses $9,629

TOTAL EXPENSES $50,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,972	$45,160	+0.1%
Expenses	$50,829	$57,206	-0.1%
Net Income	$-1,857	$-12,046	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
RYAN THOMPSON	TREASURER	0.20	Officer Director	$0	$0	$0
STEPHANIE MURPHY	SECRETARY	0.20	Officer Director	$0	$0	$0
TERRY MCGANNON	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
MARLA DOSS	PRESIDENT	0.20	Officer Director	$0	$0	$0
DANA KEANE	DIRECTOR	0.20	Director	$0	$0	$0
JEFF DEJONGH	DIRECTOR	0.20	Director	$0	$0	$0
MARK WARD	DIRECTOR	0.20	Director	$0	$0	$0
JEFF SCHMIDT	DIRECTOR	0.20	Director	$0	$0	$0
FRED ROOD	DIRECTOR	0.20	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	$48,972	$50,829	$1,445,771	$-1,857
2023	$45,160	$57,206	$1,261,068	$-12,046
2022	$28,834	$108,279	$1,163,662	$-79,445
2021	$342,803	$64,510	$1,413,872	$278,293
2020	$114,164	$60,457	$1,242,426	$53,707
2019	$49,615	$55,887	$1,191,870	$-6,272
2018	$153,841	$55,297	$1,213,241	$98,544

SARASOTA KIWANIS FOUNDATION INC