SANDPOINT ROTARY CHARITABLE TRUST INC (EIN 263088309) - 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

2009

Legal Domicile

Principal Officer

CHRIS CHAMBERS

Phone

2082655959

Tax Period

2023-07-01 to 2024-06-30

SANDPOINT ROTARY CHARITABLE TRUST INC, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $197K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $177K left a modest 10% surplus.

Mission

TO PROVIDE SCHOLARSHIPS TO INDIVIDUAL STUDENTS BASED ON STANDARD APPLICATION PROCESS ADMINISTERED BY THE HIGH SCHOOL. PROVIDE GOODS, SERVICES OR FUNDS TO OTHER 501(C)(3) OR PUBLIC EDUCATIONAL ENTITIES. TO SUPPORT ALL THE CHILDREN IN THE COMMUNITY AND REGION TO REACH THEIR HIGHEST POTENTIAL.

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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 $135,730

Program Service Revenue $0

Investment Income $3,476

Other Revenue $58,059

TOTAL REVENUE $197,265

Expense Breakdown

Grants Paid $173,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,750

Other Expenses $3,283

TOTAL EXPENSES $177,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,265	$248,343	-0.2%
Expenses	$177,033	$211,349	-0.2%
Net Income	$20,232	$36,994	-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

120

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
HENRY BUESCHER	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTIANA CAMPBELL	TREASURER	2.00	Officer Director	$0	$0	$0
RICK CERTANO	DIRECTOR	0.25	Director	$0	$0	$0
CHRIS CHAMBERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT GUMERMAN	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
MICHAEL MORGENSTERN	DIRECTOR	0.25	Director	$0	$0	$0
DENIS TOCHTERMAN	DIRECTOR	0.25	Director	$0	$0	$0
DYNO WAHL	SECRETARY	0.50	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	No data	No data	No data	No data
2024	$197,265	$177,033	$275,963	$20,232
2023	$248,343	$211,349	$279,933	$36,994
2022	$148,563	$222,950	$158,377	$-74,387
2021	$99,806	$86,342	$149,149	$13,464
2020	$102,250	$60,199	$130,150	$42,051
2018	$121,074	$117,120	$105,569	$3,954

SANDPOINT ROTARY CHARITABLE TRUST INC