Chippewa Falls Rotary Foundation Inc (EIN 391843315) - 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

1983

Legal Domicile

Principal Officer

GREG MISFELDT

Phone

7153187391

Tax Period

2023-07-01 to 2024-06-30

Chippewa Falls Rotary Foundation Inc, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $126K in total revenue in fiscal year 2023. Revenue surged 792% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 71% operating margin.

Mission

Support projects of the Chippewa Falls Rotary Club and other worthwhile activities throughout the Chippewa Valley

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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 $75,465

Program Service Revenue $0

Investment Income $24,079

Other Revenue $26,620

TOTAL REVENUE $126,164

Expense Breakdown

Grants Paid $29,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,515

Other Expenses $7,713

TOTAL EXPENSES $36,963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,164	$14,141	+7.9%
Expenses	$36,963	$33,966	+0.1%
Net Income	$89,201	$-19,825	-5.5%

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

N/A

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
SHELDON GOUGH	President	4.000	Officer	$0	$0	$0
TERRY M HUPPERT	Secretary	3.000	Officer	$0	$0	$0
MICHAEL MAYHEW	Treasurer	3.000	Officer	$0	$0	$0
GREG MISFELDT	President Elect	2.000	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	$126,164	$36,963	$418,924	$89,201

Chippewa Falls Rotary Foundation Inc