GROVE ROTARY FOUNDATION INC (EIN 260627943) - 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

2007

Legal Domicile

Phone

9187875900

Tax Period

2024-07-01 to 2025-06-30

GROVE ROTARY FOUNDATION INC, founded in 2007, is a small nonprofit in the Education sector that reported $287K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Net assets of $672K represent 28 months of operating reserves.

Mission

TO PROVIDE ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS THROUGH EDUCATIONAL SCHOLARSHIPS AND CHARITABLE COMMUNITY GRANTS

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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 $102,335

Program Service Revenue $0

Investment Income $19,561

Other Revenue $165,401

TOTAL REVENUE $287,297

Expense Breakdown

Grants Paid $153,925

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $299,042

Other Expenses $151,990

TOTAL EXPENSES $305,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$287,297	$348,927	-0.2%
Expenses	$305,915	$201,617	+0.5%
Net Income	$-18,618	$147,310	-1.1%

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
RUSSELL MOSBURG	TRESTEE	4.00	Director	$0	$0	$0
KAREN WALTERS	TRUSTEE	4.00	Director	$0	$0	$0
CHRISTY WRIGHT	TRUSTEE	4.00	Director	$0	$0	$0
BEN HAMPTON	TRUSTEE	4.00	Director	$0	$0	$0
JON BIDNICK	TRUSTEE	4.00	Director	$0	$0	$0
ROD MCFARLAND	TRUSTEE	4.00	Director	$0	$0	$0
KRISTI WALLACE	TRUSTEE	4.00	Director	$0	$0	$0
KATHRYN DONALDSON	TREASURER	4.00	Officer Director	$0	$0	$0
PAULINE HALE	SECRETARY	4.00	Officer Director	$0	$0	$0
ROBERT CARTER	CHAIR	4.00	Officer Director	$0	$0	$0
JOEL MCCORKLE	VICE CHAIR	4.00	Officer 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	$287,297	$305,915	$672,242	$-18,618
2024	$348,927	$201,617	$677,472	$147,310
2023	$85,076	$144,327	$517,296	$-59,251
2022	$261,359	$200,038	$563,390	$61,321
2021	$273,862	$168,315	$535,377	$105,547
2021	$273,862	$168,315	$225,772	$105,547
2020	$129,537	$181,969	$380,999	$-52,432
2019	$242,641	$186,762	$433,431	$55,879

GROVE ROTARY FOUNDATION INC