COLUMBUS ROTARY FOUNDATION INC (EIN 316034288) - 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

1961

Legal Domicile

Principal Officer

STEFAN WALLISER

Phone

6142213127

Tax Period

2024-07-01 to 2025-06-30

COLUMBUS ROTARY FOUNDATION INC, founded in 1961, is a small nonprofit in the Community Improvement sector that reported $261K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $244K left a modest 6% surplus.

Mission

SEE PART III, LINE 4A

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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 $177,130

Program Service Revenue $0

Investment Income $83,751

Other Revenue $0

TOTAL REVENUE $260,881

Expense Breakdown

Grants Paid $15,030

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,860

Other Expenses $229,282

TOTAL EXPENSES $244,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,881	$232,912	+0.1%
Expenses	$244,312	$256,797	0.0%
Net Income	$16,569	$-23,885	-1.7%

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	Role	Reportable Comp	Other Comp	Total
SCOTT WHITLOCK	DIRECTOR	Director	$0	$0	$0
JUDITH KIMCHI-WOODS	DIRECTOR	Director	$0	$0	$0
JASON SOUTHWELL	CRC PRESIDENT ELECT	Director	$0	$0	$0
ANTHONY ROSATI	DIRECTOR	Director	$0	$0	$0
ELDON HALL JR	DIRECTOR	Director	$0	$0	$0
SHELLEY BROWN-KUJOWSKI	DIRECTOR	Director	$0	$0	$0
PREETI SABOO	DIRECTOR	Director	$0	$0	$0
JOHN O'MEARA	PRESIDENT ELECT	Director	$0	$0	$0
MICHELLE ROSEBERRY	FINANCE VP	Officer	$0	$0	$0
TIM YOUNG	INVESTMENT VP	Officer	$0	$0	$0
MANANA FRIBLEY	SECRETARY	Officer	$0	$0	$0
JON DAVIS	VP OF DEVELOPMENT	Officer	$0	$0	$0
HUGO TRUX	PRESIDENT	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	$260,881	$244,312	$2,554,609	$16,569
2024	$232,912	$256,797	$2,403,907	$-23,885
2023	$283,453	$286,755	$2,274,578	$-3,302
2022	$310,348	$260,989	$2,188,292	$49,359
2021	$216,499	$176,462	$2,394,316	$40,037
2020	$242,924	$230,110	$1,893,058	$12,814
2019	$185,084	$258,600	$2,046,077	$-73,516
2018	$308,780	$284,269	$2,126,799	$24,511

COLUMBUS ROTARY FOUNDATION INC