Santa Ana Kiwanis Club Foundation

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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

1954

Legal Domicile

Principal Officer

Lloyd Boucher

Phone

8883513811

Tax Period

2023-10-01 to 2024-09-30

Santa Ana Kiwanis Club Foundation, founded in 1954, is a small nonprofit in the Community Improvement sector that reported $305K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 50% operating margin.

Mission

Kiwanis of Santa Ana is an organization of Volunteers who come together to make our Community a better place. This is accomplished by developing programs to enhance the education, recreation and safety of children, young adults and their families.

Program Service Accomplishments

Program 1

Expenses: $55,009

Scholarships paid for scholarship recipients.

Program 2

Expenses: $40,681

Youth handicapped services provided.

Program 3

Expenses: $23,505

Community services including grants to other 501(c)(3) organizations which benefit the youth of Santa Ana, California.

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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 $18,610

Program Service Revenue $0

Investment Income $137,898

Other Revenue $148,156

TOTAL REVENUE $304,664

Expense Breakdown

Grants Paid $117,364

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,195

Other Expenses $33,857

TOTAL EXPENSES $151,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,664	$193,577	+0.6%
Expenses	$151,221	$149,289	+0.0%
Net Income	$153,443	$44,288	+2.5%

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
Luis Mier	President	10.00	Officer Director	$0	$0	$0
Lloyd Boucher	Treasurer	10.00	Officer Director	$0	$0	$0
Jerry DeBar	Vice President	10.00	Officer Director	$0	$0	$0
Michael Moss	Secretary	10.00	Officer Director	$0	$0	$0
Debbie Wells	Board Member	4.00	Director	$0	$0	$0
Dick Ressler	Board Member	4.00	Director	$0	$0	$0
Les Washington	Board Member	4.00	Director	$0	$0	$0
Winston Covington	Board Member	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
2024	$304,664	$151,221	$1,729,820	$153,443
2023	$193,577	$149,289	$1,576,377	$44,288
2022	$-178,259	$116,962	$1,517,076	$-295,221
2022	$102,644	$100,747	$1,814,194	$1,897
2021	$408,125	$168,656	$1,805,157	$239,469
2020	$148,597	$130,786	$1,575,559	$17,811
2019	$255,278	$135,976	$1,556,921	$119,302
2018	$226,803	$110,520	$1,436,761	$116,283