THOMPSON VALLEY ROTARY FOUNDATION (EIN 206533639) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Phone

9706632020

Tax Period

2024-07-01 to 2025-06-30

THOMPSON VALLEY ROTARY FOUNDATION, founded in 2005, is a micro nonprofit in the Community Improvement sector that reported $30K in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $96K exceeded revenue, resulting in a 215% operating deficit.

Mission

THOMPSON VALLEY ROTARY FOUNDATION SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS FOCUSING ON DISADVANTAGED YOUTH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $24,895

Other Revenue $5,443

TOTAL REVENUE $30,338

Expense Breakdown

Grants Paid $95,215

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,215

Other Expenses $287

TOTAL EXPENSES $95,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,338	$104,474	-0.7%
Expenses	$95,502	$109,885	-0.1%
Net Income	$-65,164	$-5,411	+11.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
JOHN FREEMAN	Trustee	1.00	Officer Director	$0	$0	$0
TERESA BUTLER	Trustee	1.00	Officer Director	$0	$0	$0
KATHY BOEDING	Director	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	$30,338	$95,502	$221,048	$-65,164
2024	$104,474	$109,885	$286,212	$-5,411
2023	$50,692	$403	$292,823	$50,289
2022	$41,477	$102,960	$241,334	$-61,483
2021	$101,668	$15,819	$302,817	$85,849
2019	$90,002	$78,247	$247,346	$11,755

THOMPSON VALLEY ROTARY FOUNDATION