COEUR D'ALENE ROTARY NON PROFIT INC

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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

2002

Legal Domicile

Principal Officer

ANN THOMAS

Phone

2087651091

Tax Period

2023-07-01 to 2024-06-30

COEUR D'ALENE ROTARY NON PROFIT INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $123K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $32K, a strong 26% operating margin.

Mission

PROVIDING THE OPPORTUNITY, THROUGH THE GIFTS OF ROTARIANS AND FRIENDS, TO SUPPORT ROTARY SERVICE PROJECTS FOR THE BETTERMENT OF THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $70,002

GRANTS TO SUPPORT PUBLIC CHARITIES (IRC 501(C)(3) WORKING IN KOOTENAI COUNTY INCLUDING COLLEGE SCHOLARSHIPS FOR QUALIFIED YOUTH. IN ADDITION, THE FUND MAKES GRANTS TO CHARITABLE ORGANIZATIONS...

GRANTS TO SUPPORT PUBLIC CHARITIES (IRC 501(C)(3) WORKING IN KOOTENAI COUNTY INCLUDING COLLEGE SCHOLARSHIPS FOR QUALIFIED YOUTH. IN ADDITION, THE FUND MAKES GRANTS TO CHARITABLE ORGANIZATIONS SUPPORTED BY ROTARY INTERNATIONAL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $47,859

Program Service Revenue $0

Investment Income $326

Other Revenue $74,585

TOTAL REVENUE $122,770

Expense Breakdown

Grants Paid $70,002

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,002

Other Expenses $21,034

TOTAL EXPENSES $91,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$122,770	$160,536	-0.2%
Expenses	$91,036	$491,026	-0.8%
Net Income	$31,734	$-330,490	-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

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
CHRIS CHEELEY	DIRECTOR	N/A	Officer Director	$0	$0	$0
KATE COYLE	DIRECTOR	N/A	Director	$0	$0	$0
MICHELE DIRKS	DIRECTOR	N/A	Director	$0	$0	$0
NINETTE GOUCHER	SECRETARY	N/A	Officer Director	$0	$0	$0
ASHLEY LENZ	DIRECTOR	N/A	Director	$0	$0	$0
MATT LYMAN	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL NAIL	TREASURER	N/A	Officer Director	$0	$0	$0
RICK RASMUSSEN	DIRECTOR	N/A	Director	$0	$0	$0
HEIDI ROGERS	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN SHULL	DIRECTOR	N/A	Director	$0	$0	$0
ANN THOMAS	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARC WALLACE	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$122,770	$91,036	$847,794	$31,734
2023	$160,536	$491,026	$773,296	$-330,490
2022	$204,733	$117,854	$1,001,296	$86,879
2021	$365,710	$117,309	$1,009,234	$248,401
2020	$122,435	$74,693	$749,293	$47,742
2019	$149,949	$67,615	$706,746	$82,334
2018	$204,217	$70,382	$620,318	$133,835