FORT MYERS BEACH KIWANIS FOUNDATION INC

EIN: 650469747 501(c)(3) Education

FORT MYERS BEACH, FL

Total Revenue
$573,843
Total Expenses
$501,128
Total Assets
$1,312,648
Net Assets
$978,552
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
FL
Principal Officer
EDWARD MCCARTHY
Phone
2396915624
Tax Period
2024-10-01 to 2025-09-30

FORT MYERS BEACH KIWANIS FOUNDATION INC, founded in 1994, is a small nonprofit in the Education sector that reported $574K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $501K left a modest 13% surplus.

Mission

THE ORGANIZATION'S PURPOSE IS TO ASSIST NEEDY PERSONS, PARTICULARLY YOUNG PEOPLE; TO ASSIST WORTHY YOUTH IN ATTAINING VOCATIONAL EXCELLENCE, AND TO AID PERSONS WITH DISABILITIES IN REGAINING HAPPY, USEFUL LIVES THROUGH THE EXPENDING OF FUNDS DIRECTLY FOR SUCH PURPOSES, OR BY FURNISHING FUNDS TO OTHER ORGANIZATIONS WHICH HAVE BEEN ORGANIZED FOR CHARITABLE, SCIENTIFIC RESEARCH, OR EDUCATIONAL PURPOSES, OR THE PREVENTION OF CRUELTY TO CHILDREN, ALL WITHIN THE PURVIEW OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND REGULATIONS THEREUNDER.

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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 $60,773
Program Service Revenue $496,335
Investment Income $16,735
Other Revenue $0
TOTAL REVENUE $573,843

Expense Breakdown

Grants Paid $48,300
Salaries & Benefits $197,943
Fundraising Expenses $0
Program Expenses $500,480
Other Expenses $254,885
TOTAL EXPENSES $501,128

Year-over-Year Comparison

2024 2023 Change
Revenue $573,843 $454,531 +0.3%
Expenses $501,128 $489,585 +0.0%
Net Income $72,715 $-35,054 -3.1%
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

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

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Governance

Voting Members
7
Independent Members
7
Employees
10
Volunteers
25

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
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AL KINKLE PRESIDENT 5.00
Officer Director
$0 $0 $0
PAULA MCCARTHY PRESIDENT-ELECT 7.00
Officer Director
$0 $0 $0
EDWARD MCCARTHY TREASURER 5.00
Officer Director
$0 $0 $0
EDWARD MCCARTHY SECRETARY 5.00
Officer Director
$0 $0 $0
MARGE BEJUNE DIRECTOR 1.00
Director
$0 $0 $0
PETER CARTWRIGHT DIRECTOR 1.00
Director
$0 $0 $0
KT CANTLON DIRECTOR 1.00
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 $573,843 $501,128 $1,312,648 $72,715
2024 $454,531 $489,585 $229,995 $-35,054
2023 $504,088 $1,329,849 $265,049 $-825,761
2022 $513,182 $359,918 $1,405,587 $153,264
2021 $566,155 $433,744 $1,362,737 $132,411
2020 $396,379 $412,917 $1,457,565 $-16,538
2019 $533,386 $513,271 $1,362,654 $20,115
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