KIWANIS CLUB OF PRESCOTT - COMMUNITY FOUNDATION (EIN 860814086) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JAMES W TILLEY JR

Phone

9284458700

Tax Period

2023-10-01 to 2024-09-30

KIWANIS CLUB OF PRESCOTT - COMMUNITY FOUNDATION, founded in 1995, is a small nonprofit that reported $299K in total revenue in fiscal year 2023.

Mission

THE EXEMPT PURPOSE OF THE FOUNDATION IS TO PROVIDE FUNDS FOR QUALIFYING ORGANIZATIONS WITHIN THE COMMUNITY TO FURTHER THEIR NON PROFIT GOALS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $298,832

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $298,832

Expense Breakdown

Grants Paid $298,832

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,832

Other Expenses $0

TOTAL EXPENSES $298,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$298,832	N/A	N/A
Expenses	$298,832	N/A	N/A
Net Income	$0	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
ROBERT HUCK	Treasurer	1.00	Officer Director	$0	$0	$0
CARL MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SEWELL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BARRETT	Secretary	1.00	Officer Director	$0	$0	$0
JAMES W TILLEY JR	President	1.00	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
2024	$298,832	$298,832	No data	No data
2023	$252,776	$83,465	$1,778,730	$169,311
2022	$97,304	$27,636	$1,472,768	$69,668
2021	$220,785	$10,043	$1,766,936	$210,742
2020	$120,237	$188,738	$1,458,702	$-68,501
2019	$161,759	$45,677	$1,499,471	$116,082
2018	$208,468	$45,277	$1,444,431	$163,191

KIWANIS CLUB OF PRESCOTT - COMMUNITY FOUNDATION