MT CLEMENS ROTARY FOUNDATION (EIN 382915886) - 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

1990

Legal Domicile

Principal Officer

TED DEVANTIER

Phone

2485611694

Tax Period

2022-07-01 to 2023-06-30

MT CLEMENS ROTARY FOUNDATION, founded in 1990, is a small nonprofit that reported $132K in total revenue in fiscal year 2022. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 56% operating margin.

Mission

INTERNATIONAL AND COMMUNITY SERVICE, HEALTH, HUNGER AND HUMANITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $87,844

Program Service Revenue $0

Investment Income $16,326

Other Revenue $28,195

TOTAL REVENUE $132,365

Expense Breakdown

Grants Paid $55,350

Salaries & Benefits $0

Fundraising Expenses $32

Program Expenses $55,350

Other Expenses $2,374

TOTAL EXPENSES $57,724

Year-over-Year Comparison

	2022	2021	Change
Revenue	$132,365	$61,534	+1.2%
Expenses	$57,724	$122,169	-0.5%
Net Income	$74,641	$-60,635	-2.2%

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	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR		$0	$0	$0
N/A	DIRECTOR		$0	$0	$0
VALERIE MILLER	PRESIDENT	Officer	$0	$0	$0
TED DEVANTIER	TREASURER	Officer	$0	$0	$0
JULIE D HUTTENLOCHER	SECRETARY	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	No data	No data	No data	No data
2023	$132,365	$57,724	$475,833	$74,641
2022	$61,534	$122,169	$384,310	$-60,635
2021	$58,507	$96,207	$496,095	$-37,700
2020	$137,509	$25,899	$431,620	$111,610
2018	$152,982	$87,513	$345,874	$65,469

MT CLEMENS ROTARY FOUNDATION