MARIETTA ROTARY FOUNDATION (EIN 311653987) - 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

ROBERT KIRKBRIDE

Phone

7403735455

Tax Period

2023-01-01 to 2023-12-31

MARIETTA ROTARY FOUNDATION, founded in 1999, is a micro nonprofit in the Education sector that reported $40K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $49K exceeded revenue, resulting in a 23% operating deficit.

Mission

FINANCE SCHOLARSHIPS, GRANTS, AND GIFTS, LOCAL AND YOUTH ACTIVITIES, AND OTHER PROJECTS, SAFETYTOWN, IN MARIETTA THAT BENEFIT THE COMMUNITY, AND ALSO SUPPORT PROJECTS OF THE MARIETTA ROTARY CLUB AND ROTARY INTERNATIONAL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $18,613

Program Service Revenue $0

Investment Income $21,362

Other Revenue $0

TOTAL REVENUE $39,975

Expense Breakdown

Grants Paid $37,881

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,199

Other Expenses $11,181

TOTAL EXPENSES $49,062

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,975	$82,533	-0.5%
Expenses	$49,062	$84,588	-0.4%
Net Income	$-9,087	$-2,055	+3.4%

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
ROBERT KIRKBRIDE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
COLLEEN COOK	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
KIN BREWER	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JACKY MINER	TRUSTEE	1.00	Director	$0	$0	$0
TONY HUFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
MACKENZIE ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW LIVENGOOD	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$39,975	$49,062	$571,455	$-9,087
2022	$82,533	$84,588	$518,670	$-2,055
2021	$142,092	$101,059	$613,579	$41,033
2020	$69,709	$76,943	$552,226	$-7,234
2019	$32,599	$31,276	$506,372	$1,323
2018	$61,469	$25,515	$436,487	$35,954

MARIETTA ROTARY FOUNDATION