AKRON ROTARY FOUNDATION (EIN 341698713) - 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

1992

Legal Domicile

Principal Officer

DOUG KOHL

Phone

3307066135

Tax Period

2023-01-01 to 2023-12-31

AKRON ROTARY FOUNDATION, founded in 1992, is a micro nonprofit in the Community Improvement sector that reported $58K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $68K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO FURTHER CHARITABLE ACTIVITIES FUNDED OR SUPPORTED BY MEMBERS OF THE AKRON ROTARY CLUB.

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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 $4,900

Program Service Revenue $0

Investment Income $52,965

Other Revenue $0

TOTAL REVENUE $57,865

Expense Breakdown

Grants Paid $35,331

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,461

Other Expenses $32,959

TOTAL EXPENSES $68,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,865	$607,834	-0.9%
Expenses	$68,290	$53,818	+0.3%
Net Income	$-10,425	$554,016	-1.0%

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
MARCIA HOLCOMB	SECRETARY	0.50	Officer Director	$0	$0	$0
DOUG KOHL	PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROL MARTURANO-BECKER	TRUSTEE	0.50	Director	$0	$0	$0
KATY MILLER	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
RIMA MUAKKASSA	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL SHEARER	TREASURER	0.50	Officer Director	$0	$0	$0
LAURA SMILEY	TRUSTEE	0.50	Director	$0	$0	$0
JOSEPH SWIATKOWSKI	TRUSTEE	0.50	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
2024	No data	No data	No data	No data
2023	$57,865	$68,290	$2,499,611	$-10,425
2022	$607,834	$53,818	$2,246,196	$554,016
2021	$201,940	$54,107	$2,287,707	$147,833
2020	$97,693	$66,769	$2,062,102	$30,924
2019	$50,183	$77,583	$1,774,168	$-27,400
2018	$150,515	$65,449	$1,522,472	$85,066

AKRON ROTARY FOUNDATION