Hermosa Beach Kiwanis Foundation (EIN 952542391) - 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

2000

Legal Domicile

Principal Officer

Rick Koenig

Phone

3103187000

Tax Period

2024-10-01 to 2025-09-30

Hermosa Beach Kiwanis Foundation, founded in 2000, is a micro nonprofit in the Human Services sector that reported $70K in total revenue in fiscal year 2024. Expenses of $64K left a modest 9% surplus.

Mission

To provide services and financial assistance to local youth and community organizations

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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 $15,919

Program Service Revenue $0

Investment Income $5,414

Other Revenue $48,446

TOTAL REVENUE $69,779

Expense Breakdown

Grants Paid $9,500

Salaries & Benefits $5,500

Fundraising Expenses $0

Program Expenses $62,846

Other Expenses $48,691

TOTAL EXPENSES $63,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,779	$72,205	0.0%
Expenses	$63,691	$74,997	-0.2%
Net Income	$6,088	$-2,792	-3.2%

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

$5,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cathy McCurdy	Director	4.00	Director	$5,500	$0	$5,500
Rick Koenig	Past President	4.00	Officer Director	$0	$0	$0
Ann Gotthoffer	Secretary	4.00	Officer Director	$0	$0	$0
Julie Claflin	Treasurer	4.00	Officer Director	$0	$0	$0
Rob Saemann	President Elect	4.00	Officer Director	$0	$0	$0
Angie Kroeger Silverman	Director	4.00	Director	$0	$0	$0
Paul Amarillas	Director	4.00	Director	$0	$0	$0
Janice Brittain	Director	4.00	Director	$0	$0	$0
Richard Chertow	Director	4.00	Director	$0	$0	$0
Mickey McRae	Director	4.00	Director	$0	$0	$0
Glenn Menard	Past President	4.00	Officer Director	$0	$0	$0
JR Reviczky	Director	4.00	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
2025	$69,779	$63,691	$192,067	$6,088
2024	$72,205	$74,997	$176,740	$-2,792
2023	$87,305	$63,767	$162,590	$23,538
2022	$64,733	$69,248	$129,529	$-4,515
2021	$55,034	$89,438	$162,813	$-34,404
2020	$40,625	$104,040	$178,194	$-63,415
2019	$90,565	$93,187	$241,993	$-2,622
2018	$82,432	$77,348	$244,083	$5,084

Hermosa Beach Kiwanis Foundation