ROTARY CLUB OF SPRINGFIELD OHIO - FOUNDATION (EIN 310871453) - 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

1975

Legal Domicile

Principal Officer

DEVESH KAMAL CPA

Phone

9373992000

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SPRINGFIELD OHIO - FOUNDATION, founded in 1975, is a small nonprofit in the Community Improvement sector that reported $336K in total revenue in fiscal year 2024. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $166K, a strong 50% operating margin.

Mission

TO PROVIDE FUNDS TO WORTHWHILE CHARITABLE ENTITIES.

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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 $174,988

Program Service Revenue $0

Investment Income $178,735

Other Revenue $-18,181

TOTAL REVENUE $335,542

Expense Breakdown

Grants Paid $72,982

Salaries & Benefits $32,401

Fundraising Expenses $0

Program Expenses $142,993

Other Expenses $63,838

TOTAL EXPENSES $169,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,542	$166,588	+1.0%
Expenses	$169,221	$159,285	+0.1%
Net Income	$166,321	$7,303	+21.8%

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
DAN BENNETT	PRESIDENT	2.00	Officer Director	$0	$0	$0
KERRY PEDRAZA	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
SUNNY DHINGRA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH MCPHERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
DEVESH KAMAL	TREASURER	5.00	Officer Director	$0	$0	$0
EDWARD BELL	PAST PRESIDENT	2.00	Director	$0	$0	$0
OTTO LARSON	TRUSTEE	2.00	Director	$0	$0	$0
MATT FOLEY	TRUSTEE	2.00	Director	$0	$0	$0
KATRINE LANCASTER	TRUSTEE	2.00	Director	$0	$0	$0
PETE NOONAN	TRUSTEE	2.00	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	$335,542	$169,221	$1,872,101	$166,321
2024	$166,588	$159,285	$1,691,668	$7,303
2023	$168,249	$114,065	$1,609,800	$54,184
2022	$152,902	$121,255	$1,525,093	$31,647
2021	$151,128	$186,230	$1,594,153	$-35,102
2020	$186,673	$108,536	$1,398,171	$78,137
2019	$207,915	$142,820	$1,352,055	$65,095
2018	$164,697	$140,868	$1,287,782	$23,829

ROTARY CLUB OF SPRINGFIELD OHIO - FOUNDATION