MARION ROTARY SENIOR CITIZENS II I (EIN 311099084) - 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

2006

Legal Domicile

Principal Officer

CARL WADE

Phone

7403879050

Tax Period

2018-07-01 to 2019-06-30

MARION ROTARY SENIOR CITIZENS II I, founded in 2006, is a micro nonprofit that reported $79K in total revenue in fiscal year 2018. The organization ran a surplus of $73K, a strong 92% operating margin.

Mission

ORGANIZED AS A NON-PROFIT CORPORATION TO PROVIDE RENTAL HOUSING AND RELATED FACILITIES FOR THE AGED.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $78,504

Other Revenue $0

TOTAL REVENUE $78,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $750

Fundraising Expenses $0

Program Expenses $5,151

Other Expenses $5,151

TOTAL EXPENSES $5,901

Year-over-Year Comparison

	2018	2017	Change
Revenue	$78,504	$74,405	+0.1%
Expenses	$5,901	N/A	N/A
Net Income	$72,603	$74,405	0.0%

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

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
JULIE PRETTYMAN	TRUSTEE	0.25	Director	$0	$0	$0
KAREN A REAM	TRUSTEE	0.25	Director	$0	$0	$0
DAN WIGTON	TRUSTEE	0.25	Director	$0	$0	$0
FRAN VOLL	TRUSTEE	0.25	Director	$0	$0	$0
THERESA LUBKE	TRUSTEE	0.25	Director	$0	$0	$0
KEN DANIEL	TRUSTEE	0.25	Director	$0	$0	$0
RAY BLOOMFIELD	TRUSTEE	0.25	Director	$0	$0	$0
ROGER VANOVER	TRUSTEE	0.25	Director	$0	$0	$0
CARL WADE	PRESIDENT	1.00	Officer	$0	$0	$0
GARY IAMS	TRUSTEE	0.25	Officer	$0	$0	$0
PHILLIP REID	SECRETARY/TR	0.25	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
2019	$78,504	$5,901	$1,964,213	$72,603

MARION ROTARY SENIOR CITIZENS II I