KIWANIS CLUB OF PRESCOTT CHARITABLE FDN (EIN 934833405) - 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

2023

Legal Domicile

Principal Officer

JAMES W TILLEY JR

Tax Period

2023-10-01 to 2024-09-30

KIWANIS CLUB OF PRESCOTT CHARITABLE FDN, founded in 2023, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $290K in total revenue in fiscal year 2023. The organization ran a surplus of $119K, a strong 41% operating margin.

Mission

THE EXEMPT PURPOSE OF THE FOUNDATION IS TO PROVIDE FUNDS FOR QUALIFYING ORGANIZATIONS WITHIN THE COMMUNITY TO FURTHER THEIR NON PROFIT GOALS AND TO PROVIDE FUNDS FOR INDIVIDUALS IN THE COMMUNITY IN NEED OF FINANCIAL ASSISTANCE.

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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 $186,955

Program Service Revenue $0

Investment Income $102,999

Other Revenue $0

TOTAL REVENUE $289,954

Expense Breakdown

Grants Paid $134,573

Salaries & Benefits $0

Fundraising Expenses $19,501

Program Expenses $134,573

Other Expenses $35,914

TOTAL EXPENSES $170,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,954	N/A	N/A
Expenses	$170,487	N/A	N/A
Net Income	$119,467	N/A	N/A

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
DAVID E SEWELL	DIRECTOR	2.00	Director	$0	$0	$0
JAMES W TILLEY JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID BARRETT	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT C HUCK	TREASURER	2.00	Officer Director	$0	$0	$0
ANNE WENZEL	Director	2.00	Director	$0	$0	$0
AMY BONNEY	Director	2.00	Director	$0	$0	$0
CARL MUELLER	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
2024	$289,954	$170,487	$2,197,029	$119,467

KIWANIS CLUB OF PRESCOTT CHARITABLE FDN