KIWANIS CLUB OF ANACORTES WA FOUNDATION (EIN 911496907) - 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

1990

Legal Domicile

Principal Officer

Douglas Erlandson

Phone

3602932921

Tax Period

2023-10-01 to 2024-09-30

KIWANIS CLUB OF ANACORTES WA FOUNDATION, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $328K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 27% operating margin.

Mission

To support the mission and values of Kiwanis International both internationally and in the local community through charitable giving and volunteer activities.

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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 $93,894

Program Service Revenue $0

Investment Income $4,261

Other Revenue $229,769

TOTAL REVENUE $327,924

Expense Breakdown

Grants Paid $203,147

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $227,936

Other Expenses $34,682

TOTAL EXPENSES $237,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,924	$227,363	+0.4%
Expenses	$237,829	$171,917	+0.4%
Net Income	$90,095	$55,446	+0.6%

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

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
Campbell Donald	Secretary	6	Officer Director	$0	$0	$0
Clay Albert	Immediate Past President	6	Officer Director	$0	$0	$0
Dyer Patricia	Director	4	Director	$0	$0	$0
Erlandson Douglas	President	6	Officer Director	$0	$0	$0
Flagg Claude	Director	4	Director	$0	$0	$0
Hughlock Kathleen	Treasurer	6	Officer Director	$0	$0	$0
Litzinger Sheila	President Elect	6	Officer Director	$0	$0	$0
McMichael Beth	Director	4	Director	$0	$0	$0
Murphy Michael	Director	4	Director	$0	$0	$0
Owens Douglas	Director	4	Director	$0	$0	$0
Pinson Ronald	Vice President	6	Officer Director	$0	$0	$0
Pope John	President Elect	6	Director	$0	$0	$0
Zimmerman Dale	Director	4	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	$327,924	$237,829	$558,461	$90,095
2023	$227,363	$171,917	$489,484	$55,446
2022	$184,488	$174,680	$356,747	$9,808
2019	$232,502	$215,020	$415,663	$17,482
2018	$474,412	$461,862	$400,073	$12,550

KIWANIS CLUB OF ANACORTES WA FOUNDATION