KIWANIS CLUB OF MONTGOMERY FOUNDATION INC (EIN 631180606) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

Catherine Main

Phone

3342607996

Tax Period

2023-01-01 to 2023-12-31

KIWANIS CLUB OF MONTGOMERY FOUNDATION INC, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $390K in total revenue in fiscal year 2018. Expenses of $345K left a modest 12% surplus.

Mission

TO ASSIST YOUTH ATTAIN VOCATIONAL AND SCHOLASTIC EXCELLENCE AS WELL AS AID HANDICAPPED PERSONS REGAIN HAPPY, USEFUL LIVES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $426,803

Program Service Revenue $0

Investment Income $7,420

Other Revenue $0

TOTAL REVENUE $434,223

Expense Breakdown

Grants Paid $337,823

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $348,109

Other Expenses $21,481

TOTAL EXPENSES $359,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$434,223	$382,964	+0.1%
Expenses	$359,304	$350,306	+0.0%
Net Income	$74,919	$32,658	+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
Andrew Lindsey	Director	Officer Director	$0	$0	$0
Greg Sellers	Treasurer	Officer Director	$0	$0	$0
Danny Reese	President	Officer Director	$0	$0	$0
Lloyd Faulkner	DIRECTOR	Director	$0	$0	$0
Henry Moore	DIRECTOR	Director	$0	$0	$0
Robert Lee	DIRECTOR	Director	$0	$0	$0
David Montiel	DIRECTOR	Director	$0	$0	$0
Shawn Cole	Vice President	Officer Director	$0	$0	$0
Larry McLemore	DIRECTOR	Director	$0	$0	$0
Dean Peevy	Secretary	Officer Director	$0	$0	$0
George Kent	Immediate Past Pres	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
2024	No data	No data	No data	No data
2023	$434,223	$359,304	$634,978	$74,919
2022	$382,964	$350,306	$584,812	$32,658
2021	$416,609	$284,036	$469,007	$132,573
2020	$207,763	$254,250	$361,895	$-46,487
2019	$336,830	$473,321	$381,365	$-136,491
2018	$390,313	$345,167	$593,989	$45,146

KIWANIS CLUB OF MONTGOMERY FOUNDATION INC