MAUMEE ROTARY SERVICE FOUNDATION (EIN 341260588) - 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

1978

Legal Domicile

Principal Officer

CINDY SMITH

Phone

4198911040

Tax Period

2023-01-01 to 2023-12-31

MAUMEE ROTARY SERVICE FOUNDATION, founded in 1978, is a small nonprofit that reported $157K in total revenue in fiscal year 2023. Revenue surged 519% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 41% operating margin.

Mission

CHARITABLE ASSISTANCE

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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 $36,623

Program Service Revenue $0

Investment Income $16,536

Other Revenue $104,086

TOTAL REVENUE $157,245

Expense Breakdown

Grants Paid $81,651

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,860

Other Expenses $11,615

TOTAL EXPENSES $93,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,245	$25,393	+5.2%
Expenses	$93,266	$84,868	+0.1%
Net Income	$63,979	$-59,475	-2.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
RICHARD CARR	LEGAL ADVISOR	Director	$0	$0	$0
KATHY ALTMAN	TRUSTEE	Director	$0	$0	$0
THOMAS DUSSEL	TRUSTEE	Director	$0	$0	$0
JULIE ABBEY	TRUSTEE	Director	$0	$0	$0
JUSTIN GLOVER	TRUSTEE	Director	$0	$0	$0
TODD CRAMER	TRUSTEE	Director	$0	$0	$0
SARAH SCHNURR	TRUSTEE	Director	$0	$0	$0
MICHELE FREE	TRUSTEE	Director	$0	$0	$0
CHRIS SPOHN	TRUSTEE	Director	$0	$0	$0
MARK KARCHNER	TREASURER	Officer	$0	$0	$0
STEVE SMIGELSKI	SECRETARY	Officer	$0	$0	$0
CINDY SMITH	CHAIRMAN	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
2024	No data	No data	No data	No data
2023	$157,245	$93,266	$708,965	$63,979
2022	$25,393	$84,868	$644,986	$-59,475
2021	$117,807	$66,427	$704,661	$51,380
2020	$73,436	$123,191	$668,521	$-49,755

MAUMEE ROTARY SERVICE FOUNDATION