KIWANIS CLUB OF LEHIGH ACRES FOUNDATION INC (EIN 650208391) - 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

1991

Legal Domicile

Principal Officer

DAMON SHELOR

Phone

2393696336

Tax Period

2023-10-01 to 2024-09-30

KIWANIS CLUB OF LEHIGH ACRES FOUNDATION INC, founded in 1991, is a small nonprofit in the Community Improvement sector that reported $399K in total revenue in fiscal year 2023.

Mission

YOUTH EDUCATIONAL ACTIVITIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $396,472

Program Service Revenue $0

Investment Income $2,317

Other Revenue $0

TOTAL REVENUE $398,789

Expense Breakdown

Grants Paid $77,754

Salaries & Benefits $221,159

Fundraising Expenses $337,706

Program Expenses $77,754

Other Expenses $116,547

TOTAL EXPENSES $415,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$398,789	$382,314	+0.0%
Expenses	$415,460	$404,187	+0.0%
Net Income	$-16,671	$-21,873	-0.2%

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

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

$38,919

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAMON SHELOR	TREASURER	48.00	Officer	$38,919	$0	$38,919
JOHN BOARDMAN	DIRECTOR	1.00	Director	$0	$0	$0
PAULA BOB-SEMPLE	DIRECTOR	2.00	Director	$0	$0	$0
TINA PEGLER	DIRECTOR	1.00	Director	$0	$0	$0
GREG STANCEL	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS VONDERHAAR	DIRECTOR	1.00	Director	$0	$0	$0
TOM VONDERHAAR	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE GOLDEN	SECRETARY	3.00	Officer	$0	$0	$0
GERALD LIDDLE	PRESIDENT	3.00	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	$398,789	$415,460	$537,748	$-16,671
2023	$382,314	$404,187	$493,251	$-21,873
2022	$389,190	$382,457	$483,932	$6,733
2021	$351,098	$358,690	$506,750	$-7,592
2020	$258,367	$305,212	$476,110	$-46,845
2019	$324,278	$331,670	$471,090	$-7,392
2018	$359,511	$352,943	$475,729	$6,568

KIWANIS CLUB OF LEHIGH ACRES FOUNDATION INC