KIWANIS CLUB OF SAN JOSE FOUNDATION INC (EIN 770240210) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Phone

4088911920

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF SAN JOSE FOUNDATION INC, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $200K in total revenue in fiscal year 2024. Net assets of $631K represent 38 months of operating reserves.

Mission

THE FOUNDATION WAS ESTABLISHED TO RAISE FUNDS WHICH ARE USED TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR DESERVING STUDENTS WHO HAVE OVERCOME ADVERSE CIRCUMSTANCES AND ARE PURSUING HIGHER EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $151,350

Program Service Revenue $0

Investment Income $25,584

Other Revenue $23,208

TOTAL REVENUE $200,142

Expense Breakdown

Grants Paid $199,824

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,824

Other Expenses $3,477

TOTAL EXPENSES $203,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,142	$198,498	+0.0%
Expenses	$203,301	$324,766	-0.4%
Net Income	$-3,159	$-126,268	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
JOHN FUKASAWA	DIRECTOR	Director	$0	$0	$0
MARTIN BACCAGLIO	CHIEF FINANCIAL OFFICER	Officer	$0	$0	$0
JOYCE MEURER	SECRETARY	Officer	$0	$0	$0
DAN CONNOLLY	CHIEF EXECUTIVE OFFICER	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	$200,142	$203,301	$711,790	$-3,159
2024	$198,498	$324,766	$638,270	$-126,268
2023	$244,452	$119,322	$651,252	$125,130
2022	$171,362	$203,006	$412,617	$-31,644
2021	$188,230	$176,503	$509,389	$11,727
2019	$170,941	$180,726	$304,064	$-9,785

KIWANIS CLUB OF SAN JOSE FOUNDATION INC