THE KIWANIS CLUB OF PETALUMA (EIN 941679801) - 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

1958

Legal Domicile

Principal Officer

STEVE SAGER

Phone

7074811573

Tax Period

2024-10-01 to 2025-09-30

THE KIWANIS CLUB OF PETALUMA, founded in 1958, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

"THOUSANDS SERVING MILLIONS"KIWANIS IS DEDICATED TO IMPROVING THE LIVES OF CHILDREN ONE COMMUNITY AT A TIME HELPING THEM GROW AND SUCCEED.

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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 $2,220

Program Service Revenue $23,507

Investment Income $2,117

Other Revenue $91,221

TOTAL REVENUE $119,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,431

Other Expenses $123,163

TOTAL EXPENSES $123,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,065	$96,513	+0.2%
Expenses	$123,163	$108,032	+0.1%
Net Income	$-4,098	$-11,519	-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

N/A

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
STEVE SAGER	PRESIDENT	2.00	Officer	$0	$0	$0
CRAIG CARROLL	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CINDY SARTORI	TREASURER	2.00	Officer	$0	$0	$0
BRYANT MOYNIHAN	DIRECTOR	1.00	Officer	$0	$0	$0
JEFF PIEPER	DIRECTOR	1.00	Officer	$0	$0	$0
JIM CARR	SECRETARY	2.00	Officer	$0	$0	$0
ELDEAN VOLKER	DIRECTOR	1.00	Officer	$0	$0	$0
RICHARD JOHNSON	DIRECTOR	1.00	Officer	$0	$0	$0
BRETT PELLOW	DIRECTOR	1.00	Officer	$0	$0	$0
BETH STREET	DIRECTOR	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
2025	$119,065	$123,163	$160,965	$-4,098
2024	$96,513	$108,032	$164,423	$-11,519
2023	$96,327	$89,588	$175,942	$6,739
2022	$117,386	$62,289	$170,306	$55,097
2021	$15,288	$22,765	$114,006	$-7,477
2020	$14,592	$60,150	$121,483	$-45,558
2019	$141,244	$131,794	$167,041	$9,450

THE KIWANIS CLUB OF PETALUMA