KIWANIS TRUST FUND (EIN 756054769) - 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

1973

Legal Domicile

Phone

9407040209

Tax Period

2024-10-01 to 2025-09-30

KIWANIS TRUST FUND, founded in 1973, is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Net assets of $117K represent 38 months of operating reserves.

Mission

YOUTH SERVICE/COMMUNITY SERVICE

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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 $0

Program Service Revenue $0

Investment Income $2,141

Other Revenue $34,905

TOTAL REVENUE $37,046

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,866

Other Expenses $23,030

TOTAL EXPENSES $39,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,046	$37,169	0.0%
Expenses	$39,030	$33,846	+0.2%
Net Income	$-1,984	$3,323	-1.6%

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
JOE CLEMENT	Past President	2.00	Officer Director	$0	$0	$0
RICHARD MARTIN	Vice President	2.00	Officer Director	$0	$0	$0
BILL DIXON	Secretary	2.00	Officer Director	$0	$0	$0
NANCY VANNUCCI	Treasurer	2.00	Officer Director	$0	$0	$0
BRYAN HINES	President	2.00	Officer Director	$0	$0	$0
LARRY PARK	Director	1.00	Director	$0	$0	$0
GRADY SCHENK	Director	1.00	Director	$0	$0	$0
JASON TUGGLE	Director	1.00	Director	$0	$0	$0
MARK KIMES	Director	1.00	Director	$0	$0	$0
RANCE HOGUE	Director	1.00	Director	$0	$0	$0
DANNY CRAIG	Director	1.00	Director	$0	$0	$0
JEFF TAYLOR	Director	1.00	Director	$0	$0	$0
CLINT TITTSWORTH	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	$37,046	$39,030	$116,987	$-1,984
2024	$37,169	$33,846	$118,971	$3,323
2023	$38,002	$27,303	$115,648	$10,699
2021	$38,027	$34,067	$85,470	$3,960
2020	$35,173	$25,150	$78,491	$10,023
2019	$36,272	$36,446	$68,468	$-174

KIWANIS TRUST FUND