ESCANABA ROTARY TRUST FUND FOR CHILDREN WITH SPECIAL NEEDS (EIN 386091745) - 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

1955

Legal Domicile

Principal Officer

BRIAN THORSEN

Phone

9062801787

Tax Period

2024-01-01 to 2024-12-31

ESCANABA ROTARY TRUST FUND FOR CHILDREN WITH SPECIAL NEEDS, founded in 1955, is a small nonprofit in the Health Care sector that reported $166K in total revenue in fiscal year 2024. Revenue surged 227% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 59% operating margin.

Mission

SUPPORT CHILDREN WITH SPECIAL NEEDS

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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 (2024)

Revenue Breakdown

Contributions & Grants $41,522

Program Service Revenue $0

Investment Income $124,302

Other Revenue $0

TOTAL REVENUE $165,824

Expense Breakdown

Grants Paid $44,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,892

Other Expenses $24,025

TOTAL EXPENSES $68,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,824	$50,784	+2.3%
Expenses	$68,523	$81,708	-0.2%
Net Income	$97,301	$-30,924	-4.1%

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
ALEX DEHAAN	DIRECTOR	N/A	Director	$0	$0	$0
DOUG LEISENRING	DIRECTOR	N/A	Director	$0	$0	$0
BRAD MANTELA	TREASURER	N/A	Officer Director	$0	$0	$0
TODD MYRICK	DIRECTOR	N/A	Director	$0	$0	$0
RACHEAL PASLAWSKI	SECRETARY	N/A	Officer Director	$0	$0	$0
SUE ROLL	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JEFFERY K SLAGSTAD	DIRECTOR	N/A	Director	$0	$0	$0
SARAH SLAGSTAD	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN THORSEN	PRESIDENT	N/A	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	$165,824	$68,523	$1,087,244	$97,301
2023	$50,784	$81,708	$989,943	$-30,924
2022	$47,210	$82,785	$1,020,867	$-35,575
2021	$130,780	$65,350	$1,056,442	$65,430
2020	$67,626	$54,325	$1,015,253	$13,301
2019	$92,227	$62,425	$1,002,674	$29,802
2018	$73,957	$61,148	$951,907	$12,809

ESCANABA ROTARY TRUST FUND FOR CHILDREN WITH SPECIAL NEEDS