MEDFORD ROTARY FOUNDATION INC (EIN 237161853) - 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

1962

Legal Domicile

Phone

5416908353

Tax Period

2024-07-01 to 2025-06-30

MEDFORD ROTARY FOUNDATION INC, founded in 1962, is a micro nonprofit in the Community Improvement sector that reported $73K in total revenue in fiscal year 2024. The organization ran a surplus of $12K, a strong 17% operating margin.

Mission

PRIMARILY AWARD GRANTS TO LOCAL AREA HIGH SCHOOLS TO BE USED TO FUND SCHOLARSHIPS GIVEN BY THOSE SCHOOLS TO STUDENTS TO PURSUE POST HIGH SCHOOL EDUCATION. ALSO SMALLER GRANTS TO OTHER AREA YOUTH ACTIVITIES.

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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 $41,389

Program Service Revenue $0

Investment Income $31,224

Other Revenue $0

TOTAL REVENUE $72,613

Expense Breakdown

Grants Paid $58,101

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,531

Other Expenses $2,430

TOTAL EXPENSES $60,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,613	$72,822	0.0%
Expenses	$60,531	$57,007	+0.1%
Net Income	$12,082	$15,815	-0.2%

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
ANNE J BATZER	Trustee	0.50	Director	$0	$0	$0
THOMAS F CARTER	Treasurer	2.00	Officer Director	$0	$0	$0
MICHAEL LYNCH	Secretary	0.50	Officer Director	$0	$0	$0
MARY WARRICK	Trustee	0.50	Director	$0	$0	$0
JOHN ZUPAN	Trustee	0.50	Director	$0	$0	$0
CHARLIE VERSTEEG	President	1.50	Officer Director	$0	$0	$0
WILLIAM A HADEN	Trustee	0.50	Director	$0	$0	$0
KIRK HOLTEN	Trustee	0.50	Director	$0	$0	$0
MIKE JACOBSON	Trustee	0.50	Director	$0	$0	$0
RICHARD THIEROLF	Trustee	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
2025	$72,613	$60,531	$879,220	$12,082
2024	$72,822	$57,007	$793,610	$15,815
2023	$37,545	$47,546	$742,215	$-10,001
2022	$36,860	$43,875	$730,676	$-7,015
2021	$36,667	$43,720	$764,178	$-7,053
2020	$47,763	$49,691	$659,626	$-1,928

MEDFORD ROTARY FOUNDATION INC