GRESHAM ROTARY CLUB FOUNDATION

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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

2003

Legal Domicile

Principal Officer

GLEN AKERS

Phone

5039295703

Tax Period

2023-07-01 to 2024-06-30

GRESHAM ROTARY CLUB FOUNDATION, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $35K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $217K represent 74 months of operating reserves.

Mission

TO CREATE, PROMOTE, MAINTAIN AND CONDUCT A BENEVOLENT FOUNDATION FOR THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.

Program Service Accomplishments

Program 1

Expenses: $19,700

SCHOLARSHIP PROGRAMS IN PURSUIT OF THE ORGANIZATION'S MISSION OF THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.

Program 2

Expenses: $17,549

COMMUNITY SUPPORT PROGRAMS IN PURSUIT OF THE ORGANIZATION'S MISSION OF THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF...

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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 $1,733

Program Service Revenue $0

Investment Income $8,768

Other Revenue $24,532

TOTAL REVENUE $35,033

Expense Breakdown

Grants Paid $29,901

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,249

Other Expenses $8,295

TOTAL EXPENSES $38,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,033	$41,100	-0.1%
Expenses	$38,196	$43,299	-0.1%
Net Income	$-3,163	$-2,199	+0.4%

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

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
GLEN AKERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID FIGURATE	TREASURER	2.00	Officer Director	$0	$0	$0
NIC CASTANEDA	SECRETARY	2.00	Officer Director	$0	$0	$0
AMANDA GARCIA	PRESIDENT EL	2.00	Director	$0	$0	$0
BECCA GORDON	DIRECTOR	2.00	Director	$0	$0	$0
ERIC YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
LISA SKARI	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN MACGREGOR	DIRECTOR	2.00	Director	$0	$0	$0
CURTIS BEDONT	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$35,033	$38,196	$217,044	$-3,163
2023	$41,100	$43,299	$223,657	$-2,199
2022	$9,781	$34,631	$233,681	$-24,850
2021	$44,530	$46,183	$259,356	$-1,653
2020	$25,244	$31,354	$314,374	$-6,110
2019	$36,969	$38,446	$320,103	$-1,477
2018	$61,047	$67,264	$329,580	$-6,217