GRAND JUNCTION KIWANIS FOUNDATION (EIN 742286109) - 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

1955

Legal Domicile

Principal Officer

TIM HAGGERTY

Tax Period

2024-10-01 to 2025-09-30

GRAND JUNCTION KIWANIS FOUNDATION, founded in 1955, is a micro nonprofit in the Community Improvement sector that reported $81K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 49% operating deficit.

Mission

RAISE FUNDS TO SUPPORT LOCAL NONPROFITS THAT ENCOURAGE CHILD DEVELOPMENT, EDUCATION, AND HEALTH. PROVIDE PROGRAMS AND SCHOLARSHIPS FOR YOUTH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,821

Program Service Revenue $0

Investment Income $5,906

Other Revenue $56,045

TOTAL REVENUE $80,772

Expense Breakdown

Grants Paid $96,000

Salaries & Benefits $0

Fundraising Expenses $474

Program Expenses $112,266

Other Expenses $24,477

TOTAL EXPENSES $120,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,772	$109,504	-0.3%
Expenses	$120,477	$142,639	-0.2%
Net Income	$-39,705	$-33,135	+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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSS ADSIT	SECRETARY	3.00	Officer Director	$0	$0	$0
STEPHANIE GARCIA-HAGAN	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
TIM HAGGERTY	PRESIDENT	3.00	Officer Director	$0	$0	$0
GORDON HARBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT HAYDUK	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDREY KISER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
STACEY MASCARENAS	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
PAULA MATTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH REAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK RYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER THOMPSON	CO-TREASURER	1.00	Officer Director	$0	$0	$0
ALAN WATKINS	TREASURER	3.00	Officer 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	$80,772	$120,477	$508,804	$-39,705
2024	$109,504	$142,639	$498,754	$-33,135
2023	$82,238	$212,871	$448,211	$-130,633
2022	$99,134	$145,537	$528,131	$-46,403
2021	$75,262	$100,964	$661,364	$-25,702
2020	$44,409	$73,605	$559,815	$-29,196
2019	$84,794	$98,534	$536,199	$-13,740
2018	$87,857	$98,975	$543,223	$-11,118

GRAND JUNCTION KIWANIS FOUNDATION