PORT TOWNSEND KIWANIS CHARITABLE TRUST (EIN 911567462) - 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

1994

Legal Domicile

Phone

3603011995

Tax Period

2024-10-01 to 2025-09-30

PORT TOWNSEND KIWANIS CHARITABLE TRUST, founded in 1994, is a small nonprofit that reported $116K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 18% operating margin.

Mission

CHARITABLE COMMUNITY SERVICES

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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 (2024)

Revenue Breakdown

Contributions & Grants $34,587

Program Service Revenue $0

Investment Income $37,176

Other Revenue $44,117

TOTAL REVENUE $115,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,047

Other Expenses $95,299

TOTAL EXPENSES $95,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,880	$89,355	+0.3%
Expenses	$95,299	$98,647	0.0%
Net Income	$20,581	$-9,292	-3.2%

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

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
STEPHANIE WILSON	Director	2.00	Director	$0	$0	$0
TOM CARROLL	Director	2.00	Director	$0	$0	$0
DON OLSEN	Past President	2.00	Officer Director	$0	$0	$0
GLORIA ATKINS	Asst Secretary	2.00	Officer Director	$0	$0	$0
BILL METZER	Director	2.00	Director	$0	$0	$0
AMANDA STEURER-ZAMORA	President	2.00	Officer Director	$0	$0	$0
CHRISTY SPENCER	President-Elect	2.00	Officer Director	$0	$0	$0
JESSICA WEDMORE	Secretary	2.00	Officer Director	$0	$0	$0
LIZ QUAYLE	Asst Treasurer	2.00	Officer Director	$0	$0	$0
MARLA GAY	Director	2.00	Director	$0	$0	$0
RICK GORE	Director	2.00	Director	$0	$0	$0
ROCHELLE DUPUY	Treasurer	2.00	Officer Director	$0	$0	$0
CONRAD OIEN	Director	2.00	Director	$0	$0	$0
MIKE CRUVER	Director	2.00	Director	$0	$0	$0
CARLENE DAHLMAN	Director	2.00	Director	$0	$0	$0
PRESTON KABINOFF	Director	2.00	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
2025	$115,880	$95,299	$681,708	$20,581
2024	$89,355	$98,647	$642,205	$-9,292
2023	$77,674	$74,922	$570,007	$2,752
2022	$73,182	$87,046	$545,509	$-13,864
2021	$21,653	$85,290	$623,774	$-63,637
2020	$74,935	$61,687	$625,352	$13,248
2019	$85,501	$109,726	$616,768	$-24,225
2018	$74,831	$75,531	$637,262	$-700

PORT TOWNSEND KIWANIS CHARITABLE TRUST