WESTERVILLE ROTARY FOUNDATION (EIN 311204959) - 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

1987

Legal Domicile

Principal Officer

DAVID COFFMAN

Phone

6149894095

Tax Period

2025-01-01 to 2025-12-31

WESTERVILLE ROTARY FOUNDATION, founded in 1987, is a micro nonprofit in the Education sector that reported $98K in total revenue in fiscal year 2025. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 60% operating margin.

Mission

ORGANIZE SEVERAL FUNDRAISERS SUCH AS AN ANNUAL GOLF OUTING TO RAISE FUNDS TO SPONSOR A SCHOLARSHIP FOR THE BENEFIT OF LOCAL HIGH SCHOOL STUDENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $30,211

Program Service Revenue $0

Investment Income $53,377

Other Revenue $14,624

TOTAL REVENUE $98,212

Expense Breakdown

Grants Paid $33,494

Salaries & Benefits $1,500

Fundraising Expenses $0

Program Expenses $34,994

Other Expenses $4,705

TOTAL EXPENSES $39,699

Year-over-Year Comparison

	2025	2024	Change
Revenue	$98,212	$63,485	+0.5%
Expenses	$39,699	$23,454	+0.7%
Net Income	$58,513	$40,031	+0.5%

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

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

$1,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID COFFMAN	TREASURER	1.00	Officer	$1,500	$0	$1,500
GEORGE HOFFMAN	DIRECTOR	0.25	Director	$0	$0	$0
LISA JANSZEN	DIRECTOR	0.25	Director	$0	$0	$0
NICHOLE MARSHALL	DIRECTOR	0.25	Director	$0	$0	$0
LEE SCHOCKLING	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT SLAVENS	DIRECTOR	0.25	Director	$0	$0	$0
DANIEL STANLEY	DIRECTOR	0.25	Director	$0	$0	$0
DENNIS STROHM	DIRECTOR	0.25	Director	$0	$0	$0
STEVE BROWN	PRESIDENT	1.00	Officer	$0	$0	$0
WILLIAM MCLOUGHLIN	SECRETARY	1.00	Officer	$0	$0	$0
JOHN POWELL	VICE PRESIDE	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	$98,212	$39,699	$713,605	$58,513
2024	$63,485	$23,454	$655,092	$40,031
2023	$67,940	$39,379	$615,061	$28,561
2022	$48,952	$27,371	$586,500	$21,581
2021	$101,943	$11,759	$565,091	$90,184

WESTERVILLE ROTARY FOUNDATION