KIWANIS FOUNDATION OF MONTANA

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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

1966

Legal Domicile

Principal Officer

JEAN STEELE

Phone

4066616256

Tax Period

2020-10-01 to 2021-09-30

KIWANIS FOUNDATION OF MONTANA, founded in 1966, is a small nonprofit in the Education sector that reported $433K in total revenue in fiscal year 2020. Revenue surged 195% from the prior year, signaling strong growth momentum. The organization ran a surplus of $321K, a strong 74% operating margin.

Mission

AS A 501(C)3 ORGANIZATION FOR THE MONTANA DISTRICT OF KIWANIS CLUBS, THE KIWANIS FOUNDATION OF MONTANA PROVIDES LASTING SUPPORT FOR KIWANIS SPONSORED GROUPS AND COMMUNITY SERVICE PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $110,636

TO PROVIDE FUNDING FOR KIWANIS SERVICES PROJECTS AND SCHOLARSHIPS FOR MEMBERS OF SPONSORED GROUPS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $137,525

Program Service Revenue $0

Investment Income $295,440

Other Revenue $0

TOTAL REVENUE $432,965

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $2

Program Expenses $110,636

Other Expenses $100,023

TOTAL EXPENSES $112,023

Year-over-Year Comparison

	2020	2019	Change
Revenue	$432,965	$146,851	+1.9%
Expenses	$112,023	$92,514	+0.2%
Net Income	$320,942	$54,337	+4.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN LORENDORF	President	4.00	Officer Director	$0	$0	$0
CHARLES WILSON	Director	2.00	Director	$0	$0	$0
LEILA HAACK	Director	2.00	Director	$0	$0	$0
DAVID ISAKSON	Director	2.00	Director	$0	$0	$0
JOHN HICKEY	Director	2.00	Director	$0	$0	$0
PETER WALTHER	Director	2.00	Director	$0	$0	$0
DUANE KRAMER	Director	2.00	Director	$0	$0	$0
JEAN STEELE	Treasurer	5.00	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	No data	No data	No data	No data
2021	$432,965	$112,023	$1,418,105	$320,942
2020	$143,815	$74,494	$1,097,163	$69,321