PERRYSBURG ROTARY COMMUNITY FOUNDATION (EIN 341438957) - 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

1984

Legal Domicile

Principal Officer

JACK SCULFORT

Phone

4193435920

Tax Period

2023-07-01 to 2024-06-30

PERRYSBURG ROTARY COMMUNITY FOUNDATION, founded in 1984, is a small nonprofit that reported $187K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $69K, a strong 37% operating margin.

Mission

PROMOTE AND/OR SPONSOR COMMUNITY ACTIVITIES THROUGH SCHOLARSHIPS, YOUTH ACTIVITIES, FINANCIAL RESOURCES FOR PUBLIC EDUCATION & OTHER PROJECTS BENEFITING THE COMMUNITY

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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 $89,685

Program Service Revenue $0

Investment Income $110,880

Other Revenue $-13,345

TOTAL REVENUE $187,220

Expense Breakdown

Grants Paid $53,306

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,025

Other Expenses $65,394

TOTAL EXPENSES $118,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,220	$201,003	-0.1%
Expenses	$118,700	$407,166	-0.7%
Net Income	$68,520	$-206,163	-1.3%

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
JOANIE ASENDORF	TRUSTEE	1.00	Director	$0	$0	$0
LORENA GLODEN	TRUSTEE	1.00	Director	$0	$0	$0
KIM KLEWER	TRUSTEE	1.00	Director	$0	$0	$0
JIM NOONEY	TRUSTEE	1.00	Director	$0	$0	$0
DICK SIPP	TRUSTEE	1.00	Director	$0	$0	$0
MITCHEL SKOTYNSKY	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE KOSKINEN	TREASURER	2.00	Officer	$0	$0	$0
SUSAN NELSON	VICE CHAIRPE	1.00	Officer	$0	$0	$0
JACK SCULFORT	CHAIRMAN	1.00	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	No data	No data	No data	No data
2024	$187,220	$118,700	$1,165,413	$68,520
2023	$201,003	$407,166	$1,077,825	$-206,163
2022	$220,066	$87,496	$1,233,306	$132,570
2021	$55,273	$353,546	$1,366,463	$-298,273
2020	$138,503	$79,576	$1,342,454	$58,927
2019	$151,623	$74,716	$1,325,749	$76,907

PERRYSBURG ROTARY COMMUNITY FOUNDATION