BROOMFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 113792261) - 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

2007

Legal Domicile

Principal Officer

GARY FRANCIS

Phone

3038829085

Tax Period

2024-07-01 to 2025-06-30

BROOMFIELD ROTARY CHARITABLE FOUNDATION INC, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $236K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 24% operating margin.

Mission

TO PROMOTE AND SUPPORT COMMUNITY AND SOCIAL WELFARE PROGRAMS AND ORGANIZATIONS WITHIN THE BROOMFIELD 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 (2024)

Revenue Breakdown

Contributions & Grants $53,067

Program Service Revenue $11,878

Investment Income $0

Other Revenue $170,718

TOTAL REVENUE $235,663

Expense Breakdown

Grants Paid $52,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,913

Other Expenses $127,413

TOTAL EXPENSES $179,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,663	$148,894	+0.6%
Expenses	$179,913	$133,216	+0.4%
Net Income	$55,750	$15,678	+2.6%

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
ROB BALZANO	BOARD MEMBER	N/A	Director	$0	$0	$0
BRIAN FORMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
GARY FRANCIS	TREASURER	N/A	Officer Director	$0	$0	$0
BOB HOYLE	BOARD MEMBER	N/A	Director	$0	$0	$0
DENNIS KENNEDY	BOARD MEMBER	N/A	Director	$0	$0	$0
RICK SIMMONS	SECRETARY	N/A	Director	$0	$0	$0
BEN VAGHER	ROTARY PRESI	N/A	Officer 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	$235,663	$179,913	$508,027	$55,750
2024	$148,894	$133,216	$529,930	$15,678
2023	$108,245	$58,408	$436,599	$49,837
2022	$107,164	$48,244	$386,762	$58,920
2021	$60,956	$6,691	$327,842	$54,265
2020	$88,565	$89,772	$273,577	$-1,207
2019	$126,712	$124,305	$274,784	$2,407
2018	$107,869	$95,573	$272,377	$12,296

BROOMFIELD ROTARY CHARITABLE FOUNDATION INC