TULSA KIWANIS CLUB FOUNDATION INC (EIN 736107011) - 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

1918

Legal Domicile

Principal Officer

ROGER HERRING

Phone

9185875981

Tax Period

2023-10-01 to 2024-09-30

TULSA KIWANIS CLUB FOUNDATION INC, founded in 1918, is a micro nonprofit that reported $32K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $127K exceeded revenue, resulting in a 302% operating deficit.

Mission

TO BENEFIT CHILDREN AND CHILDREN'S SUPPORT GROUPS AND PROVIDING COLLEGE SCHOLARSHIPS.

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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 $0

Program Service Revenue $0

Investment Income $31,653

Other Revenue $0

TOTAL REVENUE $31,653

Expense Breakdown

Grants Paid $74,158

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,119

Other Expenses $52,961

TOTAL EXPENSES $127,119

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,653	$20,341	+0.6%
Expenses	$127,119	$72,822	+0.7%
Net Income	$-95,466	$-52,481	+0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY WILSON	DIRECTOR & PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER HERRING	DIRECTOR & PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
JOHN MEINDERS	DIRECTOR & IMMEDIATE PAST	1.00	Officer Director	$0	$0	$0
BOB YOUNG	DIRECTOR & TREASURER	1.00	Officer Director	$0	$0	$0
JOHN SHERMAN	DIRECTOR & SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
HARVEY FIELDS	DIRECTOR	1.00	Director	$0	$0	$0
JERRY PARKER	DIRECTOR	1.00	Director	$0	$0	$0
DONNIE WOODELL	DIRECTOR	1.00	Director	$0	$0	$0
MONTY BERRY	DIRECTOR	1.00	Director	$0	$0	$0
PAT BRYSON	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
2024	$31,653	$127,119	$1,636,826	$-95,466
2023	$20,341	$72,822	$1,501,276	$-52,481
2022	$101,163	$137,865	$1,353,576	$-36,702
2021	$72,412	$29,705	$1,774,908	$42,707
2020	$39,448	$82,490	$1,464,645	$-43,042
2019	$76,664	$67,315	$1,428,337	$9,349
2018	$59,158	$101,105	$1,488,523	$-41,947

TULSA KIWANIS CLUB FOUNDATION INC