CAMBRIDGE ROTARY FOUNDATION

EIN: 311070841 501(c)(3)

CAMBRIDGE, OH

Total Revenue
$51,874
Total Expenses
$21,664
Total Assets
$665,548
Net Assets
$665,548
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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
1981
Legal Domicile
OH
Principal Officer
JONATHAN BISTOR
Phone
7404391701
Tax Period
2024-01-01 to 2024-12-31

CAMBRIDGE ROTARY FOUNDATION, founded in 1981, is a micro nonprofit that reported $52K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 58% operating margin.

Mission

SUPPORT FOR EDUCATIONAL-CHARITABLE PURPOSES

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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 $0
Program Service Revenue $0
Investment Income $51,874
Other Revenue $0
TOTAL REVENUE $51,874

Expense Breakdown

Grants Paid $16,100
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $16,100
Other Expenses $5,564
TOTAL EXPENSES $21,664

Year-over-Year Comparison

2024 2023 Change
Revenue $51,874 $34,741 +0.5%
Expenses $21,664 $18,403 +0.2%
Net Income $30,210 $16,338 +0.8%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JONATHAN BISTOR TREASURER N/A
Officer
$0 $0 $0
JACKIE BRADSHAW SECRETARY N/A
Officer
$0 $0 $0
JOE FARRELL PRESIDENT N/A
Officer
$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
2024 $51,874 $21,664 $665,548 $30,210
2023 $34,741 $18,403 $588,594 $16,338
2022 $18,376 $130,067 $518,325 $-111,691
2021 $70,782 $23,984 $630,016 $46,798
2020 $81,169 $24,820 $583,218 $56,349
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