BILLINGS ROTARY FOUNDATION INC (EIN 204048858) - 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

DARRELL E EHRLICK

Phone

4066563309

Tax Period

2024-07-01 to 2025-06-30

BILLINGS ROTARY FOUNDATION INC, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $188K in total revenue in fiscal year 2024. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 50% operating margin.

Mission

TO SUPPORT THE CHARITABLE ACTIVITIES OF THE BILLINGS ROTARY CLUB IN ITS EFFORTS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AMONG ITS' MEMBERS TO SERVE ITS' COMMUNITY AND SOCIETY.

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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 $151,839

Program Service Revenue $0

Investment Income $39,231

Other Revenue $-3,291

TOTAL REVENUE $187,779

Expense Breakdown

Grants Paid $82,849

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,849

Other Expenses $10,746

TOTAL EXPENSES $93,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,779	$85,845	+1.2%
Expenses	$93,595	$39,187	+1.4%
Net Income	$94,184	$46,658	+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
ALLAN KARELL	DIRECTOR	0.30	Director	$0	$0	$0
BILL DUTCHER	DIRECTOR	0.30	Director	$0	$0	$0
DAN MILLER	DIRECTOR	0.30	Director	$0	$0	$0
DARRELL E EHRLICK	DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN STEWART	DIRECTOR	0.30	Director	$0	$0	$0
JOHN VONDRA	DIRECTOR	0.30	Officer Director	$0	$0	$0
ROBERT G MICHELOTTI JR	DIRECTOR	1.00	Officer Director	$0	$0	$0
SANDY WONG	DIRECTOR	0.30	Director	$0	$0	$0
TEEAYR ATOR	DIRECTOR	0.30	Director	$0	$0	$0
TOM WEBBER	DIRECTOR	0.30	Director	$0	$0	$0
ZACK DUNN	DIRECTOR	0.30	Director	$0	$0	$0
CHRISTINE MARAGOS	DIRECTOR	0.30	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	$187,779	$93,595	$1,003,429	$94,184
2024	$85,845	$39,187	$853,189	$46,658
2023	$82,230	$40,178	$764,375	$42,052
2022	$126,415	$46,455	$666,379	$79,960
2021	$122,188	$55,335	$741,826	$66,853
2020	$71,352	$51,955	$612,070	$19,397
2019	$83,154	$46,752	$606,058	$36,402

BILLINGS ROTARY FOUNDATION INC