KIWANIS CLUB OF WEST PALM BEACH FOUNDATION INC (EIN 596197137) - 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

1966

Legal Domicile

Principal Officer

JOHN INGLIS

Phone

5619739995

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF WEST PALM BEACH FOUNDATION INC, founded in 1966, is a small nonprofit that reported $327K in total revenue in fiscal year 2024. Net assets of $2.8M represent 101 months of operating reserves.

Mission

THE ORGANIZATIONS MISSION STATEMENT IS TO PROMOTE EXCELLENCE THROUGH EDUCATION. THE ORGANIZATION WAS ESTABLISHED TO BENEFIT PERSONS RESIDING IN AND AROUNG PALM BEACH COUNTY, FLORIDA ADN OTHER AREAS APPROVED BY THE BOARD OF DIRECTORS IN CONNECTION WITH THEIR HEALTH, EDUCATION AND WELFARE.

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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 $161,420

Program Service Revenue $0

Investment Income $134,529

Other Revenue $30,796

TOTAL REVENUE $326,745

Expense Breakdown

Grants Paid $325,402

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,788

Other Expenses $13,653

TOTAL EXPENSES $339,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,745	$330,988	0.0%
Expenses	$339,055	$323,045	+0.0%
Net Income	$-12,310	$7,943	-2.5%

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

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
JOHN INGLIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
PHIL WERNER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
DAVID MCCAMPBELL	SECRETARY	20.00	Officer Director	$0	$0	$0
DAVID THORSON	TREASURER	10.00	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
2025	$326,745	$339,055	$2,751,547	$-12,310
2024	$330,988	$323,045	$2,761,957	$7,943
2023	$204,465	$272,063	$2,753,295	$-67,598
2022	$353,120	$322,697	$2,820,893	$30,423
2021	$440,973	$315,942	$2,790,470	$125,031
2020	$218,142	$339,267	$2,665,439	$-121,125

KIWANIS CLUB OF WEST PALM BEACH FOUNDATION INC