CEDARBURG GRAFTON ROTARY FOUNDATION (EIN 391446118) - 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

1984

Legal Domicile

Principal Officer

DAN BODART

Phone

2624434405

Tax Period

2024-07-01 to 2025-06-30

CEDARBURG GRAFTON ROTARY FOUNDATION, founded in 1984, is a small nonprofit that reported $117K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $22K, a strong 19% operating margin.

Mission

FUNDRAISING FOR CEDARBURG GRAFTON ROTARY

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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 $1,000

Program Service Revenue $0

Investment Income $3,287

Other Revenue $112,949

TOTAL REVENUE $117,236

Expense Breakdown

Grants Paid $88,370

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,596

Other Expenses $6,402

TOTAL EXPENSES $94,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$117,236	$138,414	-0.2%
Expenses	$94,772	$70,785	+0.3%
Net Income	$22,464	$67,629	-0.7%

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
CAROL ALEXANDER COUTTS	DIRECTOR	1.00	Director	$0	$0	$0
RON KNAUS	DIRECTOR	1.00	Director	$0	$0	$0
LAYTON OLSEN	DIRECTOR	1.00	Director	$0	$0	$0
GAIL OSTERMANN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL RADTKE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA THOME	DIRECTOR	1.00	Director	$0	$0	$0
CINDY PETTED	SECRETARY	1.00	Officer Director	$0	$0	$0
MINAL HAHM	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE HERBRAND	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN BODART	TREASURER	1.00	Officer Director	$0	$0	$0
DAVE STERN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
STEVEN CAIN	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE DOBSON	VICE PRESIDENT	1.00	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
2025	$117,236	$94,772	$300,169	$22,464
2024	$138,414	$70,785	$271,186	$67,629
2021	$231,780	$178,668	$263,426	$53,112

CEDARBURG GRAFTON ROTARY FOUNDATION