CASA GRANDE ROTARY FOUNDATION (EIN 200708413) - 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

2003

Legal Domicile

Principal Officer

SCOTT LENDERMAN

Tax Period

2022-07-01 to 2023-06-30

CASA GRANDE ROTARY FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $930K represent 105 months of operating reserves.

Mission

COMMUNITY SERVICE, SUPPORTING THE EDUCATION OF THE YOUTH OF CASA GRANDE

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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 (2022)

Revenue Breakdown

Contributions & Grants $97,472

Program Service Revenue $0

Investment Income $46,556

Other Revenue $-37,335

TOTAL REVENUE $106,693

Expense Breakdown

Grants Paid $99,250

Salaries & Benefits $0

Fundraising Expenses $2,665

Program Expenses $99,250

Other Expenses $10,819

TOTAL EXPENSES $110,069

Year-over-Year Comparison

	2022	2021	Change
Revenue	$106,693	$144,655	-0.3%
Expenses	$110,069	$357,919	-0.7%
Net Income	$-3,376	$-213,264	-1.0%

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
STEVEN DIMUZIO	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
SCOTT LENDERMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDY LESSOR	TREASURER	N/A	Officer Director	$0	$0	$0
REBECCA ROMO	SECRETARY	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$106,693	$110,069	$930,061	$-3,376
2022	$144,655	$357,919	$933,437	$-213,264
2021	$376,607	$121,331	$1,146,702	$255,276
2020	$45,321	$29,496	$891,426	$15,825
2019	$61,467	$47,207	$875,601	$14,260
2018	$46,156	$59,631	$852,577	$-13,475

CASA GRANDE ROTARY FOUNDATION