KENTUCKY-TENNESSEE DISTRICT KIWANIS FOUNDATION INCORPORATED

EIN: 611009122 501(c)(3)

LEXINGTON, KY

Total Revenue
$235,937
Total Expenses
$32,738
Total Assets
$1,572,181
Net Assets
$1,572,181
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
KY
Principal Officer
MONTEE SHEED
Phone
6066785985
Tax Period
2024-10-01 to 2025-09-30

KENTUCKY-TENNESSEE DISTRICT KIWANIS FOUNDATION INCORPORATED is a small nonprofit that reported $236K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $203K, a strong 86% operating margin.

Mission

IN FURTHERANCE OF ITS CHARITABLE PURPOSE THE FOUNDATION IS FORMED TO ASSIST NEEDY PERSONS, PARTICULARLY YOUNG PEOPLE BETWEEN THE AGES OF BIRTH AND FIVE YEARS OF AGE; TO ASSIST WORTHY YOUNG YOUTH IN ATTAINING VOCATIONAL EXCELLENCE; AND TO AID THE HANDICAPPED, INCLUDING BUT NOT LIMITED TO PERSONS WITH HEARING, SIGHT, AND SPEECH, OR MENTAL DISABILITIES IN REGAINING HAPPY USEFUL LIVES BY THE FURNISHING OF FUNDS TO OTHER CHARITABLE, SCIENTIFIC, PREVENTION BASED, OR EDUCATIONAL ORGANIZATIONS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $35,564
Program Service Revenue $20,755
Investment Income $179,618
Other Revenue $0
TOTAL REVENUE $235,937

Expense Breakdown

Grants Paid $22,950
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $26,452
Other Expenses $9,788
TOTAL EXPENSES $32,738

Year-over-Year Comparison

2024 2023 Change
Revenue $235,937 $272,714 -0.1%
Expenses $32,738 $51,089 -0.4%
Net Income $203,199 $221,625 -0.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
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
5
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANETTE EADS DIRECTOR N/A
Director
$0 $0 $0
LYNN HUTCHINSON DIRECTOR N/A
Director
$0 $0 $0
DWIGHT WYATT DIRECTOR N/A
Director
$0 $0 $0
CLAIRE CROUCH PAST GOVERNO N/A
Officer
$0 $0 $0
LYNN FANT SECRETARY N/A
Officer
$0 $0 $0
LEE LOCKE TREASURER N/A
Officer
$0 $0 $0
FRAN MARION SECRETARY/TR 0.00
Officer
$0 $0 $0
MONTEE SHEED PRESIDENT N/A
Officer
$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 $235,937 $32,738 $1,572,181 $203,199
2024 $272,714 $51,089 $1,368,982 $221,625
2023 $169,203 $29,341 $1,147,357 $139,862
2022 $28,935 $245,589 $1,007,495 $-216,654
2021 $69,490 $52,576 $1,224,149 $16,914
2020 $120,115 $42,921 $1,014,847 $77,194
2019 $80,582 $34,982 $1,005,411 $45,600
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