KIWANIS CLUB OF NAPA VALLEY (EIN 946081652) - 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

1974

Legal Domicile

Principal Officer

JILL CADLONI

Phone

7072247948

Tax Period

2017-10-01 to 2018-09-30

KIWANIS CLUB OF NAPA VALLEY, founded in 1974, is a small nonprofit that reported $133K in total revenue in fiscal year 2017. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

THE CLUB'S PRIORITY IS TO ASSIST THE YOUTH AND SENIORS OF THE COMMUNITY IN TWO PRIMARY WAYS: BY COMMUNITY GIVING AND BY PERFORMING DIRECT COMMUNITY 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 (2017)

Revenue Breakdown

Contributions & Grants $132,596

Program Service Revenue $0

Investment Income $9

Other Revenue $0

TOTAL REVENUE $132,605

Expense Breakdown

Grants Paid $1,103

Salaries & Benefits $3,600

Fundraising Expenses $0

Program Expenses $121,354

Other Expenses $130,097

TOTAL EXPENSES $134,800

Year-over-Year Comparison

	2017	2016	Change
Revenue	$132,605	$112,014	+0.2%
Expenses	$134,800	$112,807	+0.2%
Net Income	$-2,195	$-793	+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

$3,450

Total Directors

$3,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOCK MICHELLE	PRESIDENT	10.00	Officer Director	$0	$0	$0
CADLONI JILL	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
HAFENSTEIN LANCE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CARR FRANK	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
LAVIOLETTE TINA	TREASURER	10.00	Officer Director	$1,950	$0	$1,950
RONALD LEA	SECRETARY	10.00	Officer Director	$1,500	$0	$1,500
ADAMS MELINDA	BOARD MEMBER	2.00	Director	$0	$0	$0
JACOBSON RICH	BOARD MEMBER	2.00	Director	$0	$0	$0
LEVEQUE SANDRA	BOARD MEMBER	2.00	Director	$0	$0	$0
LUROS MARY	BOARD MEMBER	2.00	Director	$0	$0	$0
MORALES JULIE	BOARD MEMBER	2.00	Director	$0	$0	$0
OBERLIN DEB	BOARD MEMBER	2.00	Director	$0	$0	$0
ORCHID WAUNICE	BOARD MEMBER	2.00	Director	$0	$0	$0
QUINN MIKE	BOARD MEMBER	2.00	Director	$0	$0	$0
TARNER TIM	BOARD MEMBER	2.00	Director	$0	$0	$0
VANDERHURST JAYE	BOARD MEMBER	2.00	Director	$0	$0	$0
WYMAN MADDY	BOARD MEMBER	2.00	Director	$0	$0	$0
WYMAN MINDY	BOARD MEMBER	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
2018	$132,605	$134,800	$43,462	$-2,195

KIWANIS CLUB OF NAPA VALLEY