RODGERS FAMILY FOUNDATION (EIN 311637450) - 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

1999

Legal Domicile

Principal Officer

STEVE THORNE

Phone

6153838600

Tax Period

2024-01-01 to 2024-12-31

RODGERS FAMILY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $312K in total revenue in fiscal year 2024. Revenue surged 1456% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 242% operating deficit.

Mission

SUPPORTING OTHER QUALIFIED 501(C)3 ORGANIZATIONS

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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 $0

Program Service Revenue $0

Investment Income $312,352

Other Revenue $0

TOTAL REVENUE $312,352

Expense Breakdown

Grants Paid $1,063,301

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,063,301

Other Expenses $3,510

TOTAL EXPENSES $1,066,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$312,352	$20,080	+14.6%
Expenses	$1,066,811	$38,927	+26.4%
Net Income	$-754,459	$-18,847	+39.0%

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

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
HELEN M RODGERS	PRESIDENT, TRUSTEE	1.00	Officer Director	$0	$0	$0
JAN R DALE	VP, TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES R PICKEL	TRUSTEE	1.00	Director	$0	$0	$0
GIF THORNTON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BROWN	TRUSTEE	1.00	Director	$0	$0	$0
MASON RODGERS	SECRETARY	1.00	Officer	$0	$0	$0
STEVE THORNE	TREASURER	1.00	Officer 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
2024	$312,352	$1,066,811	No data	$-754,459
2023	$20,080	$38,927	$754,459	$-18,847
2022	$22,221	$17,846	$773,306	$4,375
2021	$431,627	$36,010	$768,931	$395,617

RODGERS FAMILY FOUNDATION