Saddleback Kiwanis Foundation Inc (EIN 953636915) - 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

1981

Legal Domicile

Principal Officer

Joseph Mandichak

Phone

9492305561

Tax Period

2023-10-01 to 2024-09-30

Saddleback Kiwanis Foundation Inc, founded in 1981, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $70K exceeded revenue, resulting in a 12% operating deficit.

Mission

Service Club to support the local community.

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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 $6,764

Program Service Revenue $0

Investment Income $55,839

Other Revenue $0

TOTAL REVENUE $62,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,564

Other Expenses $70,231

TOTAL EXPENSES $70,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,603	$77,273	-0.2%
Expenses	$70,231	$66,591	+0.1%
Net Income	$-7,628	$10,682	-1.7%

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

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
Joseph Mandichak	Treasurer	5.00	Director	$0	$0	$0
Rocio Brooks	President	5.00	Officer Director	$0	$0	$0
Greg Royalty	Director	2.00	Director	$0	$0	$0
Colette Delong	Director	2.00	Officer Director	$0	$0	$0
Jim Burge	Director	2.00	Director	$0	$0	$0
Michael Hayes	Secretary	5.00	Director	$0	$0	$0
Nanette Stafford	Director	2.00	Director	$0	$0	$0
John Munzinger	Director	2.00	Director	$0	$0	$0
Shija Avery	Director	2.00	Director	$0	$0	$0
Janet Peterson	Director	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
2024	$62,603	$70,231	$1,207,754	$-7,628
2023	$77,273	$66,591	$1,044,141	$10,682
2022	$65,370	$78,710	$967,755	$-13,340
2021	$118,702	$56,673	$1,222,067	$62,029
2020	$59,652	$49,827	$1,015,863	$9,825
2019	$126,157	$73,637	$984,163	$52,520
2018	$122,337	$88,364	$1,003,290	$33,973

Saddleback Kiwanis Foundation Inc