East Fresno Kiwanis Foundation (EIN 770478546) - 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

1960

Legal Domicile

Phone

5593259185

Tax Period

2023-10-01 to 2024-09-30

East Fresno Kiwanis Foundation, founded in 1960, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $151K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $135K left a modest 11% surplus.

Mission

Foundation's efforts are directed at providing assistance to the youth of our community, particularly those that are disadvantaged and avenues for others to reach their potentials.

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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 (2023)

Revenue Breakdown

Contributions & Grants $55,237

Program Service Revenue $0

Investment Income $1,539

Other Revenue $94,534

TOTAL REVENUE $151,310

Expense Breakdown

Grants Paid $126,720

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,720

Other Expenses $8,175

TOTAL EXPENSES $134,895

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,310	$130,231	+0.2%
Expenses	$134,895	$117,979	+0.1%
Net Income	$16,415	$12,252	+0.3%

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

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
Jay Stuart	President Elect	3.00	Director	$0	$0	$0
ARLEEN PRESSON	President	10.00	Director	$0	$0	$0
Eloise Guerrero Romero	Director	2.00	Director	$0	$0	$0
Ruthanne Fung	Vice President	2.00	Director	$0	$0	$0
ROB TREIS	Director	2.00	Director	$0	$0	$0
Robert Kolstad	Director	2.00	Director	$0	$0	$0
Tim Miller	Director	2.00	Director	$0	$0	$0
Adrian Fierro	Director	2.00	Director	$0	$0	$0
RON SILVA	Director	2.00	Director	$0	$0	$0
Phyllis Hamel	Director	2.00	Officer	$0	$0	$0
Ramon Portales	IMMED PAST PRES	5.00	Officer	$0	$0	$0
Patty Lee	Secretary	5.00	Officer	$0	$0	$0
James G Mason	Treasurer	4.00	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
2024	$151,310	$134,895	$268,850	$16,415
2023	$130,231	$117,979	$252,435	$12,252
2019	$134,074	$102,977	$228,604	$31,097

East Fresno Kiwanis Foundation