MARSHFIELD ROTARY FOUNDATION INC (EIN 391617353) - 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

1987

Legal Domicile

Principal Officer

DAVID VALLE

Phone

7153870971

Tax Period

2023-07-01 to 2024-06-30

MARSHFIELD ROTARY FOUNDATION INC, founded in 1987, is a micro nonprofit that reported $86K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $82K left a modest 4% surplus.

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

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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 $156,208

Program Service Revenue $0

Investment Income $7,095

Other Revenue $-77,786

TOTAL REVENUE $85,517

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,000

Other Expenses $2,453

TOTAL EXPENSES $82,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,517	$59,721	+0.4%
Expenses	$82,453	$59,596	+0.4%
Net Income	$3,064	$125	+23.5%

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

500

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
KAELIE GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY SUE BEHSELICH	DIRECTOR	1.00	Director	$0	$0	$0
JANE WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
BECKY HUEBNER-LEU	DIRECTOR	1.00	Director	$0	$0	$0
TONI NIENAST	DIRECTOR	1.00	Director	$0	$0	$0
DIANE MEISSNER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RICHMOND	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BAUR	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE ZOELLNER	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY SCHUELLER	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN BAUER	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON NIENAST	DIRECTOR	1.00	Director	$0	$0	$0
MARYANN LIPPERT	DIRECTOR	1.00	Director	$0	$0	$0
ALEX LENDVED	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE CLOUSE	MRC TREASURER	1.00	Officer	$0	$0	$0
DENISE SONNEMANN	PRESIDENT	2.00	Officer	$0	$0	$0
LAUREL PETERSON	SECRETARY	1.00	Officer	$0	$0	$0
DAVID VALLE	MRF TREASURER	3.00	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	$85,517	$82,453	$253,118	$3,064
2023	$59,721	$59,596	$235,575	$125
2022	$85,364	$78,414	$232,552	$6,950

MARSHFIELD ROTARY FOUNDATION INC