GREAT FALLS ROTARY FOUNDATION INC

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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

TOM NELSON

Phone

4067615861

Tax Period

2023-07-01 to 2024-06-30

GREAT FALLS ROTARY FOUNDATION INC, founded in 2005, is a small nonprofit in the Youth Development sector that reported $143K in total revenue in fiscal year 2023. Revenue surged 655% from the prior year, signaling strong growth momentum. Expenses of $202K exceeded revenue, resulting in a 41% operating deficit.

Mission

THE MISSION OF THE ROTARY FOUNDATION IS TO RAISE FUNDS FOR IMPROVEMENT AND MAINTENANCE OF CAMP ROTARY.

Program Service Accomplishments

Program 1

Expenses: $201,633

IMPROVEMENT AND MAINTENANCE OF CAMP ROTARY AND TO MAKE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS IN AND AROUND GREAT FALLS.

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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 $56,319

Program Service Revenue $0

Investment Income $11,968

Other Revenue $74,600

TOTAL REVENUE $142,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,633

Other Expenses $201,633

TOTAL EXPENSES $201,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,887	$18,923	+6.6%
Expenses	$201,633	$85,264	+1.4%
Net Income	$-58,746	$-66,341	-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
SHEILA RICE	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE WEIR	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY DILELLO	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM KNICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GREGG HOLT	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH DUNCAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KURT BALLTRUSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB HOLTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE CAMERON	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM NELSON	TREASURER	1.00	Officer Director	$0	$0	$0
OWEN ROBINSON	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	$142,887	$201,633	$411,029	$-58,746
2023	$18,923	$85,264	$449,127	$-66,341
2022	$124,218	$28,336	$501,571	$95,882
2021	$303,797	$44,546	$462,589	$259,251
2020	$45,716	$33,505	$177,280	$12,211
2019	$129,325	$28,442	$158,760	$100,883
2018	$64,086	$57,267	$54,877	$6,819