ZANESVILLE ROTARY FOUNDATION INC (EIN 316052414) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

SHALA AITKEN

Phone

7404528484

Tax Period

2024-07-01 to 2025-06-30

ZANESVILLE ROTARY FOUNDATION INC, founded in 1962, is a micro nonprofit that reported $56K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 36% operating margin.

Mission

TO ENCOURAGE AND PROMOTE THE WELL BEING OF THE COMMUNITY THROUGH CONTRIBUTIONS TO THE NEEDY, CHARITIES, AND STUDENTS CONTINUING THEIR EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,027

Program Service Revenue $3,400

Investment Income $50,915

Other Revenue $266

TOTAL REVENUE $55,608

Expense Breakdown

Grants Paid $16,763

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,037

Other Expenses $18,991

TOTAL EXPENSES $35,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,608	$56,579	0.0%
Expenses	$35,754	$35,036	+0.0%
Net Income	$19,854	$21,543	-0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHALA AITKEN	PRESIDENT	3.00	Officer Director	$0	$0	$0
KELLY ASHBY	PAST PRESIDE	1.00	Director	$0	$0	$0
THERESA KANAVEL	DIRECTOR	1.00	Director	$0	$0	$0
TYLER MCDADE	DIRECTOR	1.00	Director	$0	$0	$0
JEANNIE MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE PAXTON	TREASURER	4.00	Officer Director	$0	$0	$0
MELINDA RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
STACEY RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
RICK SABINE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW SCHREIBER	PRESIDENT EL	1.00	Director	$0	$0	$0
SHALA ZEMBA	SECRETARY	3.00	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
2025	$55,608	$35,754	$601,219	$19,854
2024	$56,579	$35,036	$582,273	$21,543
2023	$65,085	$34,038	$565,207	$31,047
2022	$46,821	$33,718	$529,683	$13,103
2021	$124,874	$30,405	$565,615	$94,469
2020	$45,859	$28,142	$471,139	$17,717
2019	$39,696	$74,391	$327,408	$-34,695
2018	$38,087	$19,773	$355,833	$18,314

ZANESVILLE ROTARY FOUNDATION INC