SALEM ROTARY FOUNDATION (EIN 237060946) - 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

1969

Legal Domicile

Principal Officer

JILL MUNGER

Phone

5035805597

Tax Period

2024-07-01 to 2025-06-30

SALEM ROTARY FOUNDATION, founded in 1969, is a small nonprofit that reported $352K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 61% operating margin.

Mission

FOSTER, DEVELOP, PROMOTE AND ENCOURAGE THE HEALTH, EDUCATION AND GENERAL WELFARE OF PRIMARILY YOUNG PEOPLE, PRIMARILY IN THE CITY OF SALEM, OREGON AND ITS ENVIRONS

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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 $131,002

Program Service Revenue $0

Investment Income $179,412

Other Revenue $41,476

TOTAL REVENUE $351,890

Expense Breakdown

Grants Paid $124,293

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,293

Other Expenses $13,196

TOTAL EXPENSES $137,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,890	$281,020	+0.3%
Expenses	$137,489	$166,078	-0.2%
Net Income	$214,401	$114,942	+0.9%

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
DOUG PARHAM	DIRECTOR	1.00	Director	$0	$0	$0
TIM NISSEN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
JENN COLUMBUS	DIRECTOR	1.00	Director	$0	$0	$0
BARRY NELSON	DIRECTOR	1.00	Director	$0	$0	$0
RUS MCCRACKEN	DIRECTOR	1.00	Director	$0	$0	$0
JILL MUNGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHANE GRIGGS	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	$351,890	$137,489	$2,196,789	$214,401
2024	$281,020	$166,078	$1,942,783	$114,942
2023	$268,814	$102,904	$1,705,753	$165,910
2022	$209,771	$954,920	$1,492,388	$-745,149
2021	$1,159,993	$2,571,067	$2,528,179	$-1,411,074
2020	$2,096,116	$245,777	$3,718,966	$1,850,339
2019	$814,388	$175,166	$1,895,553	$639,222

SALEM ROTARY FOUNDATION