SUMMIT ROTARY FOUNDATION INC (EIN 202529234) - 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

2005

Legal Domicile

Principal Officer

TED OLIVER

Tax Period

2023-07-01 to 2024-06-30

SUMMIT ROTARY FOUNDATION INC, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $196K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $53K, a strong 27% operating margin.

Mission

THE ORGANIZATIONS MISSION IS TO RECEIVE CONTRIBUTIONS FROM MEMBERS OF THE SUMMIT ROTARY CLUB, INC AND OTHER SUPPORTERS, MAKE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS, AND IMPLEMENT CHARITABLE PROJECTS AND ACTIVITIES.

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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 $151,462

Program Service Revenue $0

Investment Income $44,337

Other Revenue $0

TOTAL REVENUE $195,799

Expense Breakdown

Grants Paid $123,073

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,129

Other Expenses $19,856

TOTAL EXPENSES $142,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,799	$221,001	-0.1%
Expenses	$142,929	$174,774	-0.2%
Net Income	$52,870	$46,227	+0.1%

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
BONNIE CIENEK	DIRECTOR	1.00	Director	$0	$0	$0
VINCE HENRICH	DIRECTOR	1.00	Director	$0	$0	$0
LYNN PITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREG ASHLEY	DIRECTOR	1.00	Director	$0	$0	$0
TED OLIVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICK PINTO	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	No data	No data	No data	No data
2024	$195,799	$142,929	$1,087,860	$52,870
2023	$221,001	$174,774	$1,001,565	$46,227
2022	$260,656	$184,245	$898,230	$76,411
2021	$154,274	$175,114	$890,315	$-20,840
2020	$176,019	$102,793	$752,460	$73,226
2019	$117,535	$100,807	$700,762	$16,728
2018	$84,709	$99,608	$656,362	$-14,899

SUMMIT ROTARY FOUNDATION INC