ROTARY 5950 FOUNDATION (EIN 201365543) - 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

2004

Legal Domicile

Principal Officer

FRED HERRON

Phone

7632258886

Tax Period

2025-01-01 to 2025-06-30

ROTARY 5950 FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 61% operating margin.

Mission

PROVIDING SERVICE AND ASSISTANCE TO PEOPLE IN NEED WITHIN THE STATE OF MN AND THROUGHOUT THE WORLD.

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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 (2025)

Revenue Breakdown

Contributions & Grants $40,683

Program Service Revenue $0

Investment Income $0

Other Revenue $2,993

TOTAL REVENUE $43,676

Expense Breakdown

Grants Paid $14,197

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,197

Other Expenses $2,931

TOTAL EXPENSES $17,128

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,676	$70,416	-0.4%
Expenses	$17,128	$90,174	-0.8%
Net Income	$26,548	$-19,758	-2.3%

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
FRED HERRON	PRESIDENT	5.00	Officer Director	$0	$0	$0
GINA SMITH	TREASURER	5.00	Officer Director	$0	$0	$0
JOSH HILLGER	SECRETARY	5.00	Officer Director	$0	$0	$0
SHARON BLOODWORTH	DIRECTOR	5.00	Director	$0	$0	$0
LEIF HAGDEN	DIRECTOR	5.00	Director	$0	$0	$0
MARK SHOCKEY	DIRECTOR	5.00	Director	$0	$0	$0
SAM THOMPSON	DIRECTOR	5.00	Director	$0	$0	$0
ERIN BAGNIEWSKI	DIRECTOR	5.00	Director	$0	$0	$0
LYNETTE REINI-GRANDELL	DIRECTOR	5.00	Director	$0	$0	$0
BRAD SCHMIDT	DIRECTOR	5.00	Director	$0	$0	$0
DON STILES	DIRECTOR	5.00	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
2025	$43,676	$17,128	$115,683	$26,548
2024	$70,416	$90,174	$89,135	$-19,758
2023	$93,355	$55,214	$108,893	$38,141
2022	$60,869	$61,111	$70,752	$-242
2021	$83,438	$71,702	$67,994	$11,736
2020	$49,009	$94,254	$56,593	$-45,245
2019	$48,323	$65,297	$105,231	$-16,974
2018	$34,090	$29,017	$122,204	$5,073

ROTARY 5950 FOUNDATION