TEXAS-OKLAHOMA KIWANIS FOUNDATION INC

EIN: 746073526 501(c)(3) Community Improvement

Edmond, OK

Total Revenue
$177,494
Total Expenses
$136,235
Total Assets
$4,333,612
Net Assets
$4,328,337
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
TX
Principal Officer
Monty Murry
Phone
8176407711
Tax Period
2024-10-01 to 2025-09-30

TEXAS-OKLAHOMA KIWANIS FOUNDATION INC, founded in 1986, is a small nonprofit in the Community Improvement sector that reported $177K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 23% operating margin.

Mission

To serve the Texas-Oklahoma District of Kiwanis International by using donations and investment income to aid in the growth and administration of Kiwanis-sponsored youth organizations and Kiwanis-sponsored youth services

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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 $48,947
Program Service Revenue $0
Investment Income $128,547
Other Revenue $0
TOTAL REVENUE $177,494

Expense Breakdown

Grants Paid $90,228
Salaries & Benefits $4,200
Fundraising Expenses $0
Program Expenses $90,228
Other Expenses $41,807
TOTAL EXPENSES $136,235

Year-over-Year Comparison

2024 2023 Change
Revenue $177,494 $319,011 -0.4%
Expenses $136,235 $128,677 +0.1%
Net Income $41,259 $190,334 -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

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
35

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
$1,800
Total Directors
18
$4,200
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan Hennum Executive Director 20
Director
$2,400 $0 $2,400
Courtney Harris Vice President/Administrator 15.00
Officer Director
$1,800 $0 $1,800
Monty Murry President 5
Officer Director
$0 $0 $0
Jerry Ward Secretary 5
Officer Director
$0 $0 $0
John Meinders Treasurer 5
Officer Director
$0 $0 $0
John Cano Trustee 1
Director
$0 $0 $0
John Clifford Trustee 1
Director
$0 $0 $0
Steve Collins Trustee 1
Director
$0 $0 $0
Kathy Culbertson Trustee 1
Director
$0 $0 $0
Claude Cunningham Trustee 1
Director
$0 $0 $0
Gregoria Guerrero-Cardenas Trustee 1
Director
$0 $0 $0
Gilbert Guzman Trustee 1
Director
$0 $0 $0
Becky Hartman Trustee 1
Director
$0 $0 $0
Sandie Howard Trustee 1
Director
$0 $0 $0
Denise Kornegay Trustee 1
Director
$0 $0 $0
Marty Mullins Trustee 1
Director
$0 $0 $0
Aaron Salinas Trustee 1
Director
$0 $0 $0
Bobby Quinton Trustee 1
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 $177,494 $136,235 $4,333,612 $41,259
2024 $319,011 $128,677 $4,147,628 $190,334
2019 $147,618 $74,176 $2,524,033 $73,442
2018 $153,354 $68,185 $2,461,546 $85,169
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