KIWANIS CLUB OF BERKELEY FOUNDATION (EIN 943300703) - 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

1998

Legal Domicile

Phone

5108432321

Tax Period

2024-01-01 to 2024-12-31

KIWANIS CLUB OF BERKELEY FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $167K in total revenue in fiscal year 2024. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 34% operating margin.

Mission

PROVIDING ASSISTANCE TO YOUNG PERSONS TO ENCOURAGE PURSUIT OF POST-SECONDARY EDUCATION AND TRAINING.

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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 $4,956

Program Service Revenue $0

Investment Income $161,576

Other Revenue $0

TOTAL REVENUE $166,532

Expense Breakdown

Grants Paid $101,583

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,909

Other Expenses $7,557

TOTAL EXPENSES $109,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,532	$69,836	+1.4%
Expenses	$109,140	$49,603	+1.2%
Net Income	$57,392	$20,233	+1.8%

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
JACK A ROSANO	Director	1.00	Director	$0	$0	$0
JEFFREY EGEBERG	Secretary	1.00	Officer Director	$0	$0	$0
TAMARA PARADIS	Treasurer	10.00	Officer Director	$0	$0	$0
DUANE M LEONARD	President	2.00	Officer 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	$166,532	$109,140	$630,091	$57,392
2023	$69,836	$49,603	$654,366	$20,233
2022	$38,469	$56,879	$564,086	$-18,410
2021	$91,558	$72,701	$679,462	$18,857
2020	$61,463	$51,167	$628,957	$10,296
2019	$59,453	$91,762	$604,033	$-32,309
2018	$77,194	$83,460	$576,711	$-6,266

KIWANIS CLUB OF BERKELEY FOUNDATION