KIWANIS CLUB OF SIMI VALLEY FOUNDATION (EIN 753114651) - 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

2002

Legal Domicile

Principal Officer

KATHI VAN ETTEN

Phone

8053042842

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF SIMI VALLEY FOUNDATION, founded in 2002, is a micro nonprofit in the Human Services sector that reported $71K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 44% operating margin.

Mission

CHARITABLE SUPPORT TO VARIOUS SMALL CHARITIES IN SIMI VALLEY, CA.

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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 $2,733

Program Service Revenue $0

Investment Income $463

Other Revenue $67,818

TOTAL REVENUE $71,014

Expense Breakdown

Grants Paid $22,951

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,588

Other Expenses $17,015

TOTAL EXPENSES $39,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,014	$142,835	-0.5%
Expenses	$39,966	$13,390	+2.0%
Net Income	$31,048	$129,445	-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

N/A

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
STEVE TROCINO	President	10.00	Officer	$0	$0	$0
MARY MARTIN	Secretary	5.00	Officer	$0	$0	$0
GREG SEYMOUR	President Elect	5.00	Officer	$0	$0	$0
DONNA SMITH	Past President	5.00	Officer	$0	$0	$0
NANCY MARTIN	Treasurer	7.00	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
2025	$71,014	$39,966	$91,986	$31,048
2023	$9,918	$39,560	$67,367	$-29,642
2020	$48,948	$24,084	$72,471	$24,864
2019	$25,830	$18,948	$42,667	$6,882

KIWANIS CLUB OF SIMI VALLEY FOUNDATION