SPRINGFIELD ROTARY FOUNDATION (EIN 371225609) - 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

1966

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SPRINGFIELD ROTARY FOUNDATION, founded in 1966, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $74K exceeded revenue, resulting in a 23% operating deficit.

Mission

Encourage and foster community service

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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 $5,879

Program Service Revenue $0

Investment Income $17,057

Other Revenue $37,639

TOTAL REVENUE $60,575

Expense Breakdown

Grants Paid $74,203

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,203

Other Expenses $195

TOTAL EXPENSES $74,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,575	$68,898	-0.1%
Expenses	$74,398	$74,151	+0.0%
Net Income	$-13,823	$-5,253	+1.6%

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

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
Barry Tobais	Director	0.25	Director	$0	$0	$0
Randy Erford	Director	0.25	Director	$0	$0	$0
Travis Magoulias	Director	0.25	Director	$0	$0	$0
Bill Kempiners	Director	0.25	Director	$0	$0	$0
Vickie Megginson	President	0.25	Officer	$0	$0	$0
Willim Smith	Treasurer	1.50	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
2025	No data	No data	No data	No data
2024	$60,575	$74,398	$616,736	$-13,823
2023	$68,898	$74,151	$630,559	$-5,253
2022	$64,067	$64,750	$635,812	$-683
2021	$59,997	$43,575	$636,495	$16,422
2020	$56,249	$68,710	$620,073	$-12,461
2019	$99,115	$37,780	$632,534	$61,335

SPRINGFIELD ROTARY FOUNDATION