KIWANIS CLUB OF LADY LAKE CHARITABLE FOUNDATION INC (EIN 800335556) - 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

1981

Legal Domicile

Principal Officer

COREY GOLD

Phone

2039104112

Tax Period

2023-10-01 to 2024-09-30

KIWANIS CLUB OF LADY LAKE CHARITABLE FOUNDATION INC, founded in 1981, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $73K in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 43% operating margin.

Mission

COMMUNITY SERVICE & SUPPORT OF EDUCATION EMPHASIZING CHILDREN'S PROGRAMS. THIS CLUB IS AN AFFILIATE OF KIWANIS INTERNATIONAL, A WORLDWIDE SERVICE ORGANIZATION.

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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 $11,304

Program Service Revenue $8,646

Investment Income $12,722

Other Revenue $39,908

TOTAL REVENUE $72,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,914

Other Expenses $41,014

TOTAL EXPENSES $41,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,580	$36,166	+1.0%
Expenses	$41,014	$41,753	0.0%
Net Income	$31,566	$-5,587	-6.6%

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

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
DENIS LYNCH	DIRECTOR	4	Director	$0	$0	$0
DAWN ROMEL	DIRECTOR	4	Director	$0	$0	$0
COREY GOLD	PRESIDENT	20	Officer	$0	$0	$0
VIVIAN MURRAY	PRESIDENT ELECT	10	Officer	$0	$0	$0
DEBORAH TINSLEY	SECRETARY	20	Officer	$0	$0	$0
LINDA WOZNIKAITIS	TREASURER	20	Officer	$0	$0	$0
JENNA SULLIVAN	PAST PRESIDENT	4	Officer	$0	$0	$0
ANN HENSLEY	DIRECTOR	24	Officer	$0	$0	$0
CLEVE TINSLEY	DIRECTOR	10	Officer	$0	$0	$0
SHARON GOLD	DIRECTOR	20	Officer	$0	$0	$0
RUTH ROCKCASTLE	DIRECTOR	4	Officer	$0	$0	$0
GLENDIA BROWN	DIRECTOR	20	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	No data	No data	No data	No data
2024	$72,580	$41,014	$171,515	$31,566
2023	$36,166	$41,753	$139,949	$-5,587
2022	$29,669	$50,983	$145,536	$-21,314
2021	$32,789	$35,100	$166,850	$-2,311

KIWANIS CLUB OF LADY LAKE CHARITABLE FOUNDATION INC