ROTARY FOUNDATION OF OAKWOOD (EIN 311156701) - 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

1980

Legal Domicile

Principal Officer

DICK STEVENS

Phone

9374617266

Tax Period

2024-07-01 to 2025-06-30

ROTARY FOUNDATION OF OAKWOOD, founded in 1980, is a micro nonprofit that reported $66K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $684K represent 125 months of operating reserves.

Mission

TO SUPPORT VARIOUS CHARITABLE CAUSES IN THE DAYTON AREA WHICH ASSIST LOCAL INDIVIDUALS AND FAMILIES.

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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 $43,451

Program Service Revenue $0

Investment Income $22,357

Other Revenue $0

TOTAL REVENUE $65,808

Expense Breakdown

Grants Paid $64,783

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,783

Other Expenses $5,397

TOTAL EXPENSES $70,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,808	$70,430	-0.1%
Expenses	$70,180	$69,732	+0.0%
Net Income	$-4,372	$698	-7.3%

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
SCOTT FISCHER	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE REGER	TRUSTEE	1.00	Director	$0	$0	$0
MARTY BEYER	COUNSEL AND TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN J BUDDE	TRUSTEE - AT-LARGE MEMEBER	1.00	Director	$0	$0	$0
CATHY CAMPBELL	PRESIDENT	1.00	Officer	$0	$0	$0
RICHARD A DAPRATO	SECRETARY	1.00	Officer	$0	$0	$0
JOE SCOTT	TREASURER	1.00	Officer	$0	$0	$0
DICK STEVENS	VICE-PRESIDENT	1.00	Officer	$0	$0	$0
MIKE MOORHEAD	CLUB PRESIDENT AND TRUSTEE	1.00	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
2025	$65,808	$70,180	$684,356	$-4,372
2024	No data	No data	No data	No data
2023	$31,162	$49,092	$593,485	$-17,930
2022	$66,553	$31,781	$565,515	$34,772
2021	$60,821	$22,912	$650,035	$37,909
2020	$45,020	$37,599	$529,185	$7,421
2019	$83,485	$43,439	$518,727	$40,046

ROTARY FOUNDATION OF OAKWOOD