Kiwanis Club of Santa Fe NM (EIN 850105597) - 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

1921

Legal Domicile

Principal Officer

John Harris

Phone

5057953662

Tax Period

2023-10-01 to 2024-09-30

Kiwanis Club of Santa Fe NM, founded in 1921, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 203% from the prior year, signaling strong growth momentum. The organization ran a surplus of $488K, a strong 20% operating margin.

Mission

Kiwanis is a global organization of volunteers dedicated to improving the world one child and one community at a time

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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 $351,316

Program Service Revenue $2,095,381

Investment Income $1,911

Other Revenue $0

TOTAL REVENUE $2,448,608

Expense Breakdown

Grants Paid $16,127

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,876,740

Other Expenses $1,944,244

TOTAL EXPENSES $1,960,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,448,608	$809,106	+2.0%
Expenses	$1,960,371	$874,369	+1.2%
Net Income	$488,237	$-65,263	-8.5%

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

250

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
Jacob Romero	Past President	5.00	Director	$0	$0	$0
Angela Ortiz-Florez	Director	3.00	Director	$0	$0	$0
John Harris	President	5.00	Officer Director	$0	$0	$0
Ryan Miller	Treasurer	5.00	Officer Director	$0	$0	$0
Robert Clifford	Director	5.00	Director	$0	$0	$0
Mary Armijo y Clifford	Director	3.00	Director	$0	$0	$0
Rob Ackerman	Director	3.00	Director	$0	$0	$0
Clark Carboneau	Director	3.00	Director	$0	$0	$0
Lisa Jaramillo	Director	3.00	Director	$0	$0	$0
Ken Garley	Director	3.00	Director	$0	$0	$0
Jessica Miller	Director	3.00	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
2024	$2,448,608	$1,960,371	$1,224,729	$488,237
2023	$809,106	$874,369	$736,372	$-65,263
2022	$1,120,859	$700,616	$802,518	$420,243
2021	$755,233	$427,475	$382,273	$327,758
2020	$191,312	$269,921	$54,627	$-78,609
2019	$414,717	$351,795	$345,775	$62,922
2018	$370,501	$286,877	$282,853	$83,624

Kiwanis Club of Santa Fe NM