Rotary Foundation of South Oldham Inc (EIN 364646159) - 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

1999

Legal Domicile

Principal Officer

Ginger Montgomery

Phone

5027735337

Tax Period

2021-07-01 to 2022-06-30

Rotary Foundation of South Oldham Inc, founded in 1999, is a micro nonprofit that reported $53K in total revenue in fiscal year 2021. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $46K left a modest 13% surplus.

Mission

SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AND SHALL RECEIVE GIFTS AND OTHER TYPES OF FINANCIAL CONTRIBUTIONS FOR THE PURPOSE OF PROVIDING SUPPORT TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $29,358

Investment Income $0

Other Revenue $23,582

TOTAL REVENUE $52,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $46,089

TOTAL EXPENSES $46,089

Year-over-Year Comparison

	2021	2020	Change
Revenue	$52,940	$34,962	+0.5%
Expenses	$46,089	$29,634	+0.6%
Net Income	$6,851	$5,328	+0.3%

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
Nickolus Stephens	President	N/A	Officer	$0	$0	$0
James Hughey	Secretary	N/A	Officer	$0	$0	$0
Ginger Montgomery	Treasurer	N/A	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
2022	$52,940	$46,089	$64,976	$6,851
2021	$34,962	$29,634	$57,650	$5,328
2020	$52,806	$49,875	$52,322	$2,931
2018	$49,517	$51,463	$46,775	$-1,946

Rotary Foundation of South Oldham Inc