FM Rotary Foundation (EIN 203453808) - 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

Jean Hannig

Phone

7017990472

Tax Period

2024-01-01 to 2024-12-31

FM Rotary Foundation, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $305K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $767K exceeded revenue, resulting in a 152% operating deficit.

Mission

To provide local and international service projects of a humanitarian nature.

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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 $304,950

Program Service Revenue $0

Investment Income $0

Other Revenue $-197

TOTAL REVENUE $304,753

Expense Breakdown

Grants Paid $760,200

Salaries & Benefits $0

Fundraising Expenses $120

Program Expenses $762,005

Other Expenses $6,985

TOTAL EXPENSES $767,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,753	$385,945	-0.2%
Expenses	$767,185	$591,723	+0.3%
Net Income	$-462,432	$-205,778	+1.2%

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
Jean Hannig	President	0.50	Officer Director	$0	$0	$0
Jennifer Miller	Vice President	0.50	Officer Director	$0	$0	$0
Teresa Joppa	Secretary	0.50	Officer Director	$0	$0	$0
Tim LeClair	Treasurer (From Apr)	5.00	Officer Director	$0	$0	$0
John Vanderlinden	Treasurer (Thru Mar)	0.50	Officer Director	$0	$0	$0
Dale Hetland	Director	0.50	Director	$0	$0	$0
Kathy Neugebauer	Director	0.50	Director	$0	$0	$0
Kayla Christensen	Director	0.50	Director	$0	$0	$0
Jamie Kronbeck	Director	0.50	Director	$0	$0	$0
Tanner Graham	Director	0.50	Director	$0	$0	$0
Tom Newberger	Director International Projects	0.50	Director	$0	$0	$0
Heather Ranck	Director at Large	0.50	Director	$0	$0	$0
Keith Brokke	Director at Large (from Jul)	0.50	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
2024	$304,753	$767,185	$185,006	$-462,432
2023	$385,945	$591,723	$554,679	$-205,778
2022	$309,577	$103,480	$762,951	$206,097
2021	$424,416	$135,992	$570,284	$288,424

FM Rotary Foundation