SYLVANIA COMMUNITY ROTARY FOUNDATION (EIN 341460762) - 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

1985

Legal Domicile

Principal Officer

PHILLIP KALLILE

Phone

4194108169

Tax Period

2022-07-01 to 2023-06-30

SYLVANIA COMMUNITY ROTARY FOUNDATION, founded in 1985, is a micro nonprofit that reported $32K in total revenue in fiscal year 2022. The organization ran a surplus of $23K, a strong 70% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS THROUGH CONTRIBUTIONS OR FUNDRAISING ACTIVITIES TO PROVIDE GRANTS FOR SCHOLARSHIPS AND COMMUNITY SUPPORT OF CHARITABLE ORGANIZATIONS OR NEEDS IN THE GEOGRAPHICAL AREA OF SYLVANIA, OHIO, CITY, TOWNSHIP, SCHOOL DISTRICTS AND SECONDARILY TO AREAS BOUNDED BY LUCAS COUNTY, OHIO AND THE TOWNSHIPS OF WHITEFORD, BEDFORD AND ERIE IN MICHIGAN.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,800

Program Service Revenue $0

Investment Income $27,404

Other Revenue $0

TOTAL REVENUE $32,204

Expense Breakdown

Grants Paid $8,575

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,575

Other Expenses $1,000

TOTAL EXPENSES $9,575

Year-over-Year Comparison

	2022	2021	Change
Revenue	$32,204	N/A	N/A
Expenses	$9,575	N/A	N/A
Net Income	$22,629	$0	N/A

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
LORI CANNON	SECRETARY	1.00	Officer Director	$0	$0	$0
BARON BLACK	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA DOSCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
BEN MALCZEWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL KALLILE	TREASURER	1.00	Officer Director	$0	$0	$0
CLAUDIA HANDWORK	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE RICHMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL SANFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG STOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ZECHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BENTON COLE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR RAJ KANWAL	BOARD MEMBER	1.00	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
2023	$32,204	$9,575	$333,436	$22,629

SYLVANIA COMMUNITY ROTARY FOUNDATION