KIWANIS CLUB OF PORTLAND FOUNDATION

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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

1992

Legal Domicile

Principal Officer

MARILYN SCHULTZ

Phone

3608851108

Tax Period

2020-01-01 to 2020-12-31

KIWANIS CLUB OF PORTLAND FOUNDATION, founded in 1992, is a micro nonprofit that reported $67K in total revenue in fiscal year 2020. Revenue surged 283% from the prior year, signaling strong growth momentum. Expenses of $379K exceeded revenue, resulting in a 468% operating deficit.

Mission

PROVIDE FINANCIAL SUPPORT FOR SICK, HANDICAPPED AND DISADVANTAGED YOUTH.

Program Service Accomplishments

Program 1

Expenses: $367,628

PROVIDED FINANCIAL RESOURCES TO OTHER NON-PROFIT ORGANIZATIONS THAT PROVIDE SERVICES AND SHELTER TO SICK, HANDICAPPED AND DISADVANTAGED CHILDREN.

Program 2

Expenses: $4,000

PROVIDE EDUCATIONAL SCHOLARSHIPS BASED ON ACADEMIC EXCELLENCE, LEADERSHIP, PARTICIPATION IN SCHOOL AND COMMUNITY ACTIVITIES AND COMMUNITY SERVICE.

Program 3

Expenses: $4,108

INVEST FUNDS AND ACCEPT DONATIONS TO PROVIDE FUNDING FOR GRANTS AND SCHOLARSHIPS AWARDED UNDER THE ORGANIZATION'S EXEMPT PURPOSE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $6,707

Program Service Revenue $0

Investment Income $59,936

Other Revenue $0

TOTAL REVENUE $66,643

Expense Breakdown

Grants Paid $371,628

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,736

Other Expenses $7,222

TOTAL EXPENSES $378,850

Year-over-Year Comparison

	2020	2019	Change
Revenue	$66,643	$17,410	+2.8%
Expenses	$378,850	$19,781	+18.2%
Net Income	$-312,207	$-2,371	+130.7%

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
DOROTHY CONNET	DIRECTOR	1.00	Officer Director	$0	$0	$0
BOB DEPEW	DIRECTOR	1.00	Director	$0	$0	$0
DAVE NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
GILDA POWELL	TREASURER	1.00	Officer	$0	$0	$0
LEO REINIKKA	VICE PRESIDE	1.00	Officer	$0	$0	$0
DAVID RIPLEY	SECRETARY	1.00	Officer	$0	$0	$0
MARILYN SCHULTZ	PRESIDENT	1.00	Officer	$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
2020	$66,643	$378,850	No data	$-312,207
2019	$17,410	$19,781	$312,208	$-2,371