ASHLAND ROTARY FOUNDATION (EIN 237170144) - 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

1972

Legal Domicile

Phone

5418511267

Tax Period

2024-07-01 to 2025-06-30

ASHLAND ROTARY FOUNDATION, founded in 1972, is a small nonprofit that reported $240K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $189K, a strong 79% operating margin.

Mission

Provide financial support for local and international projects of the Rotary Club of Ashland, Oregon and fund multiple college scholarships for Ashland High School graduates and Southern Oregon University students.

🔒

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 $156,303

Program Service Revenue $0

Investment Income $57,291

Other Revenue $26,319

TOTAL REVENUE $239,913

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,683

Other Expenses $42,808

TOTAL EXPENSES $50,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,913	$142,990	+0.7%
Expenses	$50,808	$126,763	-0.6%
Net Income	$189,105	$16,227	+10.7%

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

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
DAVE KANNER	Treasurer	3.00	Officer Director	$0	$0	$0
MARK JAFFE	Trustee	1.00	Director	$0	$0	$0
LISA DUNAGAN	Secretary	3.00	Officer Director	$0	$0	$0
LISA MOLNAR	Trustee	1.00	Director	$0	$0	$0
JOAN McBEE	Trustee	1.00	Director	$0	$0	$0
ALAN HARPER	Trustee	1.00	Director	$0	$0	$0
JIMMY KOLKER	Trustee	1.00	Director	$0	$0	$0
NEAL GOVERNOR	President	3.00	Officer Director	$0	$0	$0
DANN HAUSER	Trustee	1.00	Director	$0	$0	$0
SUSAN HEARN	Trustee	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	$239,913	$50,808	$2,189,448	$189,105
2024	$142,990	$126,763	$1,844,992	$16,227
2023	$102,608	$161,436	$1,615,047	$-58,828
2022	$91,878	$94,244	$1,472,533	$-2,366
2021	$107,622	$121,593	$1,701,221	$-13,971
2020	$81,697	$117,896	$1,418,399	$-36,199
2019	$157,182	$96,280	$1,375,004	$60,902

ASHLAND ROTARY FOUNDATION