YOUNGSTOWN ROTARY FOUNDATION IMA 7635002558 (EIN 346581125) - 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

1915

Legal Domicile

Principal Officer

DEANNA ROSSI

Phone

3307427036

Tax Period

2023-07-01 to 2024-06-30

YOUNGSTOWN ROTARY FOUNDATION IMA 7635002558, founded in 1915, is a micro nonprofit in the Community Improvement sector that reported $82K in total revenue in fiscal year 2023. Net assets of $1.1M represent 163 months of operating reserves.

Mission

YOUNGSTOWN ROTARY FDN SUPPORTS COMMUNITY DEVELOPMENT AND EFFORTS IN THE YOUNGSTOWN, OHIO AREA BASED ON ROTARY INTERNATIONAL IDEALS OF ENCOURAGING AND FOSTERING SERVICE FOR COMMUNITY DEVELOPMENT.

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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 $24,739

Program Service Revenue $0

Investment Income $57,158

Other Revenue $0

TOTAL REVENUE $81,897

Expense Breakdown

Grants Paid $71,888

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,888

Other Expenses $9,072

TOTAL EXPENSES $80,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,897	$82,673	0.0%
Expenses	$80,960	$60,098	+0.3%
Net Income	$937	$22,575	-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
DEANNA ROSSI	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELLIE PLATT	TREASURER	1.00	Officer Director	$0	$0	$0
SHARON LETSON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BECKY DAVIS	FOUNDATION CHAIR	1.00	Officer Director	$0	$0	$0
DONALD FOLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE NELSON	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
BECKY MOTTRAM	EXECUTIVE SECRETARY	1.00	Officer Director	$0	$0	$0
BECKY KECK	BOARD MEMBER	1.00	Director	$0	$0	$0
TROY RHOADES	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORA FLORA	BOARD MEMBER	1.00	Director	$0	$0	$0
AIMEE FIFAREK	BOARD MEMBER	1.00	Director	$0	$0	$0
GERRI JENKINS	VICE PRESIDENT	1.00	Officer 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	$81,897	$80,960	$1,115,750	$937
2023	$82,673	$60,098	$1,029,406	$22,575
2022	$129,971	$133,118	$959,881	$-3,147
2021	$209,731	$243,261	$1,166,298	$-33,530
2020	$108,300	$62,292	$1,098,422	$46,008
2019	$95,221	$81,882	$1,081,287	$13,339
2018	$216,711	$299,430	$1,050,886	$-82,719

YOUNGSTOWN ROTARY FOUNDATION IMA 7635002558