THE ROCKFORD INSTITUTE (EIN 363062112) - 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

1976

Legal Domicile

Principal Officer

DEAN OLSON

Phone

8159645053

Tax Period

2018-08-01 to 2018-12-31

THE ROCKFORD INSTITUTE, founded in 1976, is a small nonprofit that reported $208K in total revenue in fiscal year 2018. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 2570% operating deficit.

Mission

TO PROVIDE ANALYSIS AND COMMENTARY OF CULTURAL, ECONOMIC, POLITICAL, AND EDUCATIONAL ISSUES

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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 (2018)

Revenue Breakdown

Contributions & Grants $54,507

Program Service Revenue $67,883

Investment Income $81,927

Other Revenue $4,182

TOTAL REVENUE $208,499

Expense Breakdown

Grants Paid $5,120,835

Salaries & Benefits $174,407

Fundraising Expenses $31,185

Program Expenses $5,392,562

Other Expenses $271,049

TOTAL EXPENSES $5,566,291

Year-over-Year Comparison

	2018	2017	Change
Revenue	$208,499	$510,693	-0.6%
Expenses	$5,566,291	$986,056	+4.6%
Net Income	$-5,357,792	$-475,363	+10.3%

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

Volunteers

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
RICHARD CULLEY	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE CSATARY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW HUTCHINSON	DIRECTOR	2.00	Director	$0	$0	$0
RAYMOND WELDER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
THOMAS PAUKEN	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
THOMAS PIATAK	SECRETARY	2.00	Officer Director	$0	$0	$0
DEAN OLSON	TREASURER	2.00	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
2018	$208,499	$5,566,291	No data	$-5,357,792

THE ROCKFORD INSTITUTE