Yakima Kiwanis Charitable Trust Fo… - Form 990 Financial Data

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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

1968

Legal Domicile

Principal Officer

Jay Carroll

Phone

5092486030

Tax Period

2023-01-01 to 2023-12-31

Yakima Kiwanis Charitable Trust Foundation, founded in 1968, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $77K in total revenue in fiscal year 2023. Revenue surged 216% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 34% operating margin.

Mission

To further the goals of Kiwanis in the Yakima Vaelley by providing funding for projects and organizations to enhance and improve the lives and opportunities of children and families or which contribute to the quality of life in the community.

Program Service Accomplishments

Program 1

Expenses: $10,000

Yakima Family YMCA, for the support of Camp Dudley

Program 2

Expenses: $10,000

10 Scholarships to Perry Technical Institute

Program 3

Expenses: $9,400

Catholic Charities Housing Service

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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 $51,321

Program Service Revenue $0

Investment Income $25,872

Other Revenue $0

TOTAL REVENUE $77,193

Expense Breakdown

Grants Paid $42,900

Salaries & Benefits $7,863

Fundraising Expenses $0

Program Expenses $42,900

Other Expenses $25

TOTAL EXPENSES $50,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,193	$24,461	+2.2%
Expenses	$50,788	$50,196	+0.0%
Net Income	$26,405	$-25,735	-2.0%

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
Baker Boyer Bank - Camille Snell	Trustee/Treasurer	002.00		$7,863	$0	$7,863
Dr Mike Wilson	Board Member	001.00	Director	$0	$0	$0
Wendy Aguilar	Board Member	001.00	Director	$0	$0	$0
Beth Klingele	Vice Chair	001.00	Officer Director	$0	$0	$0
Jay Carroll	Chair	001.00	Officer Director	$0	$0	$0
Tara Lewis	Board Member	001.00	Director	$0	$0	$0
Trina Good	Board Member	001.00	Director	$0	$0	$0
Steve Emhoff	Secretary	001.00	Officer Director	$0	$0	$0
John Warren	Board Member	001.00	Director	$0	$0	$0
Ron Zirkle	Board Member	001.00	Director	$0	$0	$0
Marshall Clark	Club President	001.00	Director	$0	$0	$0
Tim Surber	Club President Elect/Ex Officio	001.00	Director	$0	$0	$0
Stan Pratt	Board Member - Emeritus	001.00	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	No data	No data	No data	No data
2023	$77,193	$50,788	$1,029,704	$26,405
2022	$24,461	$50,196	$897,310	$-25,735
2021	$42,862	$83,864	$1,128,105	$-41,002
2020	$28,003	$135,609	$1,063,766	$-107,606
2019	$47,288	$128,066	$1,160,096	$-80,778
2018	$43,400	$57,687	$1,067,264	$-14,287

Yakima Kiwanis Charitable Trust Foundation