ROTARY CLUB OF CEDAR FALLS CHARITABLE FOUNDATION

EIN: 264123801 501(c)(3) Philanthropy & Grantmaking

CEDAR FALLS, IA

Total Revenue
$80,641
Total Expenses
$87,797
Total Assets
$382,418
Net Assets
$382,418
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
IA
Principal Officer
GARY WINTERHOF
Phone
3192668432
Tax Period
2024-07-01 to 2025-06-30

ROTARY CLUB OF CEDAR FALLS CHARITABLE FOUNDATION, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Net assets of $382K represent 57 months of operating reserves.

Mission

PROMOTE, ENCOURAGE, ENHANCE, AND IMPROVE THE QUALITY OF LIFE IN IOWA AND AROUND THE WORLD.

Program Service Accomplishments

Program 1
Expenses: $87,797

THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE PRIMARY PURPOSE IS TO PROMOTE, ENCOURAGE, ENHANCE, AND IMPROVE THE QUALITY OF LIFE IN IOWA AND AROUND THE WORLD...

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THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE PRIMARY PURPOSE IS TO PROMOTE, ENCOURAGE, ENHANCE, AND IMPROVE THE QUALITY OF LIFE IN IOWA AND AROUND THE WORLD. TO COLLECT FUNDS FOR EXCLUSIVE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES INCLUDING DISTRIBUTIONS TO EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $73,442
Program Service Revenue $0
Investment Income $0
Other Revenue $7,199
TOTAL REVENUE $80,641

Expense Breakdown

Grants Paid $81,856
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $87,797
Other Expenses $5,941
TOTAL EXPENSES $87,797

Year-over-Year Comparison

2024 2023 Change
Revenue $80,641 $257,329 -0.7%
Expenses $87,797 $9,895 +7.9%
Net Income $-7,156 $247,434 -1.0%
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

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Governance

Voting Members
9
Independent Members
9
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SALLY TIMMER PRESIDENT 2.00
Officer Director
$0 $0 $0
BECCA MCCARTY VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
KELSEY UMTHUN SECRETARY 2.00
Officer Director
$0 $0 $0
GARY WINTERHOF TREASURER 2.00
Officer Director
$0 $0 $0
GREG HOLT DIRECTOR 0.50
Director
$0 $0 $0
LARRY GRAHAM DIRECTOR 0.50
Director
$0 $0 $0
PATRICK SMITH DIRECTOR 0.50
Director
$0 $0 $0
ALEXA HEFFERNEN DIRECTOR 0.50
Director
$0 $0 $0
MIKE WALSTEN DIRECTOR 0.50
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 $80,641 $87,797 $382,418 $-7,156
2024 $257,329 $9,895 $386,530 $247,434
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