SAN DIEGO KIWANIS CLUB FOUNDATION INC (EIN 956079626) - 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

1953

Legal Domicile

Principal Officer

GORDON BOERNER

Phone

6193249853

Tax Period

2023-10-01 to 2024-09-30

SAN DIEGO KIWANIS CLUB FOUNDATION INC, founded in 1953, is a small nonprofit in the Community Improvement sector that reported $284K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $372K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO PROVIDE GREATER EMPHASIS ON WORKING WITH THE YOUTH OF THE COMMUNITY AND TO HELP FUND THIS AND OTHER CHARITABLE ACTIVITIES OF THE KIWANIS CLUB.

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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 $20,230

Program Service Revenue $0

Investment Income $263,290

Other Revenue $0

TOTAL REVENUE $283,520

Expense Breakdown

Grants Paid $277,529

Salaries & Benefits $0

Fundraising Expenses $32

Program Expenses $298,518

Other Expenses $94,154

TOTAL EXPENSES $371,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$283,520	$529,183	-0.5%
Expenses	$371,683	$373,532	0.0%
Net Income	$-88,163	$155,651	-1.6%

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
DAVID JAY	PRESIDENT	1.00	Director	$0	$0	$0
SUSAN DAY	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
GORDON BOERNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CLAIRE LEBEAU	SECRETARY	1.00	Director	$0	$0	$0
DOUGLAS FROST	TREASURER & CFO	1.00	Officer Director	$0	$0	$0
MICHAEL BOLAND	KIWANIS CLUB PRESIDENT	1.00	Director	$0	$0	$0
CLAIRE LEBEAU	TRUSTEE	1.00	Officer Director	$0	$0	$0
JAY JEFFCOAT	TRUSTEE	1.00	Director	$0	$0	$0
CARL NETTLETON	TRUSTEE	1.00	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	$283,520	$371,683	$6,302,989	$-88,163
2023	$529,183	$373,532	$5,515,298	$155,651
2022	$321,794	$347,383	$5,223,260	$-25,589
2021	$311,756	$340,834	$6,367,986	$-29,078
2020	$258,299	$443,547	$5,564,979	$-185,248
2019	$583,701	$341,070	$5,643,235	$242,631

SAN DIEGO KIWANIS CLUB FOUNDATION INC