KIWANIS FOUNDATION OF SANTA BARBARA (EIN 952534836) - 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

1939

Legal Domicile

Principal Officer

RICHARD BROWN

Phone

8059669778

Tax Period

2023-10-01 to 2024-09-30

KIWANIS FOUNDATION OF SANTA BARBARA, founded in 1939, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $90K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 38% operating margin.

Mission

PROVIDE PROGRAMS ENHANCING THE FUTURE OF CHILDREN AND YOUNG PEOPLE.

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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 $25,750

Program Service Revenue $0

Investment Income $64,643

Other Revenue $0

TOTAL REVENUE $90,393

Expense Breakdown

Grants Paid $800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,421

Other Expenses $55,086

TOTAL EXPENSES $55,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,393	$63,676	+0.4%
Expenses	$55,886	$58,432	0.0%
Net Income	$34,507	$5,244	+5.6%

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

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
JULI ASKEW	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD BROWN	PRESIDENT	N/A	Officer Director	$0	$0	$0
WALTER BROWNE	DIRECTOR	N/A	Director	$0	$0	$0
NANCY BUTTERFIELD	IMMED. PAST	N/A	Officer Director	$0	$0	$0
EDUARDO CUE	DIRECTOR	N/A	Director	$0	$0	$0
ROGER DECK	DIRECTOR	N/A	Director	$0	$0	$0
N/A	TREASURER	N/A	Officer Director	$0	$0	$0
MARSHA GRAY	PRES. ELECT	N/A	Officer Director	$0	$0	$0
MICHELE HERRERA	DIRECTOR	N/A	Director	$0	$0	$0
JOSH KANE	SECRETARY	N/A	Officer Director	$0	$0	$0
JESSE PEREZ	DIRECTOR	N/A	Director	$0	$0	$0
JANICE RORICK	DIRECTOR	N/A	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	$90,393	$55,886	$1,629,043	$34,507
2023	$63,676	$58,432	$1,340,098	$5,244
2022	$86,922	$69,059	$1,242,555	$17,863
2021	$55,825	$54,180	$1,577,791	$1,645
2020	$105,233	$38,695	$1,362,713	$66,538
2019	$984,997	$42,563	$1,296,731	$942,434

KIWANIS FOUNDATION OF SANTA BARBARA