FOUNDATION OF THE ROTARY CLUB OF E… - Form 990 Financial Data

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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

1960

Legal Domicile

Principal Officer

JANE HOOD

Phone

5038059587

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION OF THE ROTARY CLUB OF EAST PORTLAND, founded in 1960, is a small nonprofit that reported $111K in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 47% operating margin.

Mission

THE FOUNDATION PROVIDES DONATIONS AND GRANTS TO COMMUNITY PROJECTS IN THE INNER NORTHEAST AND SOUTHEAST PORTLAND COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $47,046

THE FOUNDATION PROVIDES DONATIONS AND GRANTS TO COMMUNITY PROJECTS IN THE INNER NORTHEAST AND SOUTHEAST PORTLAND COMMUNITY.

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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 $74,000

Program Service Revenue $0

Investment Income $17,417

Other Revenue $19,930

TOTAL REVENUE $111,347

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,046

Other Expenses $40,678

TOTAL EXPENSES $58,678

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,347	$63,467	+0.8%
Expenses	$58,678	$59,721	0.0%
Net Income	$52,669	$3,746	+13.1%

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
LISA ALLEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KAREN HOFFLER	SECRETARY	1.00	Officer Director	$0	$0	$0
JANE HOOD	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID MALCOLM	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
AARON ROSS	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	$111,347	$58,678	$1,218,963	$52,669
2024	$63,467	$59,721	$1,063,520	$3,746
2023	$41,192	$54,222	$977,218	$-13,030
2022	$78,508	$44,232	$941,920	$34,276
2021	$143,682	$36,182	$964,339	$107,500
2020	$51,545	$47,432	$679,272	$4,113
2019	$33,768	$79,862	$678,577	$-46,094
2018	$94,236	$76,851	$694,550	$17,385

FOUNDATION OF THE ROTARY CLUB OF EAST PORTLAND