KIWANIS CLUB OF TULARE FOUNDATION (EIN 770561394) - 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

2001

Legal Domicile

Principal Officer

Shauana Guerrero

Phone

5599063351

Tax Period

2024-10-01 to 2025-09-30

KIWANIS CLUB OF TULARE FOUNDATION, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $101K in total revenue in fiscal year 2024.

Mission

SUPERVISE THE FINANCIAL OPERATIONS AND DISTRIBUTION OF ORGANIZATION FUNDS; TO ASSIST PERSONS IN NEED, ASSIST WORTHY YOUTH IN ATTAINING VOCATIONAL EXCELLENCE AND TO AID HANDICAPPED AND ELDERLY PERSONS IN GAINING HAPPY, USEFUL LIVES.

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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 $3,407

Program Service Revenue $0

Investment Income $2,929

Other Revenue $94,811

TOTAL REVENUE $101,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,580

Other Expenses $103,933

TOTAL EXPENSES $103,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,147	$97,228	+0.0%
Expenses	$103,933	$102,714	+0.0%
Net Income	$-2,786	$-5,486	-0.5%

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	Role	Reportable Comp	Other Comp	Total
Carry Monteiro	President	Officer Director	$0	$0	$0
Shauana Guerrero	PRESIDENT ELECT	Officer Director	$0	$0	$0
Stephanie Jones	Vice President	Officer Director	$0	$0	$0
Kent Jensen	Treasurer	Officer Director	$0	$0	$0
Jeff Nelson	Director	Director	$0	$0	$0
Melissa Wilcox	Director	Director	$0	$0	$0
Sherry Luiz	Director	Director	$0	$0	$0
George Pierce	Director	Director	$0	$0	$0
Shea Gowin	Director	Director	$0	$0	$0
Susan Henard	Secretary	Officer Director	$0	$0	$0
Terri Sayre	PAST PRESIDENT	Officer 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	$101,147	$103,933	$143,160	$-2,786
2024	$97,228	$102,714	$150,975	$-5,486
2023	$109,422	$91,354	$153,256	$18,068
2022	$77,567	$57,488	$133,548	$20,079
2021	$13,185	$38,055	$113,469	$-24,870
2020	$60,887	$76,865	$138,839	$-15,978
2019	$79,853	$69,733	$154,817	$10,120
2018	$94,984	$58,796	$148,401	$36,188

KIWANIS CLUB OF TULARE FOUNDATION