MARION ROTARY FOUNDATION (EIN 316033308) - 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

1959

Principal Officer

MATT PRIMMER

Tax Period

2022-07-01 to 2023-06-30

MARION ROTARY FOUNDATION, founded in 1959, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $873K in total revenue in fiscal year 2022. Revenue surged 335% from the prior year, signaling strong growth momentum. The organization ran a surplus of $795K, a strong 91% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND FUND OTHER CHARITABLE ACTIVITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $803,237

Program Service Revenue $0

Investment Income $69,400

Other Revenue $0

TOTAL REVENUE $872,637

Expense Breakdown

Grants Paid $73,207

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,207

Other Expenses $4,535

TOTAL EXPENSES $77,742

Year-over-Year Comparison

	2022	2021	Change
Revenue	$872,637	$200,654	+3.3%
Expenses	$77,742	$67,656	+0.1%
Net Income	$794,895	$132,998	+5.0%

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
MATT CARBARY	BOARD MEMBER	0.50	Director	$0	$0	$0
PATTI GARNER	SECRETARY	2.00	Officer Director	$0	$0	$0
VICKIE MCCLELLAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JEAN OBENOUR	TREASURER	1.00	Officer Director	$0	$0	$0
LARS OLSON	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE PRETTYMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT PRIMMER	PRESIDENT	1.00	Officer Director	$0	$0	$0
LESLIE SCHNEIDER	BOARD MEMBER	0.50	Director	$0	$0	$0
DAN WIGTON	BOARD MEMBER	0.50	Director	$0	$0	$0
NIKKI WORKMAN	PRESIDENT EL	0.50	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$872,637	$77,742	$2,432,403	$794,895
2022	$200,654	$67,656	$1,637,508	$132,998
2021	$271,599	$405,462	$1,504,510	$-133,863
2020	$63,972	$45,888	$1,638,373	$18,084
2019	$264,918	$79,041	$1,620,289	$185,877
2018	$117,976	$64,674	$1,434,412	$53,302

MARION ROTARY FOUNDATION