VANCOUVER ROTARY FOUNDATION (EIN 237305250) - 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

1972

Legal Domicile

Principal Officer

KAREY SCHOENFELD

Phone

3606950068

Tax Period

2024-07-01 to 2025-06-30

VANCOUVER ROTARY FOUNDATION, founded in 1972, is a small nonprofit that reported $494K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $316K, a strong 64% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, EDUCATION AND ALLEVIATION OF POVERTY. THE FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS.

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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 $84,644

Program Service Revenue $0

Investment Income $386,454

Other Revenue $22,668

TOTAL REVENUE $493,766

Expense Breakdown

Grants Paid $140,130

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,150

Other Expenses $38,103

TOTAL EXPENSES $178,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$493,766	$385,169	+0.3%
Expenses	$178,233	$180,931	0.0%
Net Income	$315,533	$204,238	+0.5%

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

100

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
HOWARD MARSHACK	TREASURER	5.00	Officer Director	$0	$0	$0
KAREY SCHOENFELD	PRESIDENT	6.00	Officer Director	$0	$0	$0
KARIN FORD	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA GIBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HOROWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA BAYUTET	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA KELM	BOARD MEMBER	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	$493,766	$178,233	$3,332,022	$315,533
2024	$385,169	$180,931	$3,016,489	$204,238
2023	$415,163	$179,103	$2,812,251	$236,060
2022	$190,916	$703,771	$2,576,191	$-512,855
2021	$215,483	$150,650	$3,719,335	$64,833
2020	$526,137	$637,677	$2,902,826	$-111,540
2019	$405,092	$365,077	$3,014,366	$40,015

VANCOUVER ROTARY FOUNDATION