Saratoga Springs Rotary Education Foundation Inc (EIN 161521561) - 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

1996

Legal Domicile

Principal Officer

Beth Post

Phone

5184693579

Tax Period

2024-07-01 to 2025-06-30

Saratoga Springs Rotary Education Foundation Inc, founded in 1996, is a small nonprofit in the Education sector that reported $260K in total revenue in fiscal year 2024. Revenue surged 361% from the prior year, signaling strong growth momentum. The organization ran a surplus of $139K, a strong 54% operating margin.

Mission

The Saratoga Springs Rotary Education Foundation, Inc. invests in students' potential because everyone deserves the opportunity for a brighter future.

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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 $130,069

Program Service Revenue $0

Investment Income $128,129

Other Revenue $2,224

TOTAL REVENUE $260,422

Expense Breakdown

Grants Paid $101,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,000

Other Expenses $19,929

TOTAL EXPENSES $120,929

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,422	$56,516	+3.6%
Expenses	$120,929	$118,287	+0.0%
Net Income	$139,493	$-61,771	-3.3%

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

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
Tiffany Morris	Treasurer	1.00	Officer Director	$0	$0	$0
Gregory Grieco	Director	1.00	Director	$0	$0	$0
Kelly Armer	Director	1.00	Director	$0	$0	$0
Donald McPherson	Secretary	1.00	Officer Director	$0	$0	$0
Tabitha Orthwein	Vice President	1.00	Officer Director	$0	$0	$0
Karl Broekhuizen	Director	1.00	Director	$0	$0	$0
Elizabeth Stauderman	Director	1.00	Director	$0	$0	$0
James E Doern	Director	1.00	Director	$0	$0	$0
Amanda Duff	Director	1.00	Director	$0	$0	$0
Lisa Cutting	Director	1.00	Director	$0	$0	$0
Bobbi Jo Lucas	Director	1.00	Director	$0	$0	$0
Anna Jolly Duval	Director	1.00	Director	$0	$0	$0
Janice White	Director	1.00	Director	$0	$0	$0
Brian O'Connell	Director	1.00	Director	$0	$0	$0
Alexander Budd	Director	1.00	Director	$0	$0	$0
Beth Post	President	1.00	Officer Director	$0	$0	$0
Susan Moore-Palumbo	Director	1.00	Director	$0	$0	$0
Susan Rhoades	Asst. Secretary	1.00	Officer Director	$0	$0	$0
Robert Schermerhorn	Director	1.00	Director	$0	$0	$0
Scott Whittemore	Asst. Treasurer	1.00	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	$260,422	$120,929	$2,278,765	$139,493
2024	$56,516	$118,287	$2,039,661	$-61,771
2023	$80,996	$104,131	$1,827,073	$-23,135
2022	$151,766	$189,060	$1,731,998	$-37,294
2021	$236,486	$87,794	$2,135,070	$148,692
2020	$301,312	$86,171	$1,766,599	$215,141
2019	$137,852	$81,911	$1,720,788	$55,941
2018	$286,481	$83,867	$1,624,050	$202,614

Saratoga Springs Rotary Education Foundation Inc