ROTARY FOUNDATION OF GREEN BAY INC (EIN 392000342) - 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

2000

Legal Domicile

Principal Officer

AMBER PALUCH

Phone

9204321600

Tax Period

2023-07-01 to 2024-06-30

ROTARY FOUNDATION OF GREEN BAY INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $109K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $158K exceeded revenue, resulting in a 46% operating deficit.

Mission

THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, SO AS TO ENABLE DONORS THROUGH COLLECTIVE GIVING TO ACCOMPLISH A MEANINGFUL, CHARITABLE AND EDUCATIONAL CONTRIBUTION TO THE GREEN BAY COMMUNITY.

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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 $123,896

Program Service Revenue $0

Investment Income $30,167

Other Revenue $-45,361

TOTAL REVENUE $108,702

Expense Breakdown

Grants Paid $150,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,125

Other Expenses $8,144

TOTAL EXPENSES $158,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,702	$59,137	+0.8%
Expenses	$158,269	$64,727	+1.4%
Net Income	$-49,567	$-5,590	+7.9%

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
AMBER PALUCH	PRESIDENT	0.30	Officer Director	$0	$0	$0
JULIAN LAMUE	TREASURER	0.30	Officer Director	$0	$0	$0
KATHRYN KROLL	DIRECTOR	0.30	Director	$0	$0	$0
ALEX THYNE	DIRECTOR	0.30	Director	$0	$0	$0
CHRIS VANDEN HOOGEN	DIRECTOR	0.30	Director	$0	$0	$0
SARAH SUGDEN	DIRECTOR	0.30	Director	$0	$0	$0
TOM FRIESE	DIRECTOR	0.30	Director	$0	$0	$0
STEVE MASTALIR	DIRECTOR	0.30	Director	$0	$0	$0
JEFF VANDE LEEST	DIRECTOR	0.30	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	$108,702	$158,269	$615,140	$-49,567
2023	$59,137	$64,727	$622,501	$-5,590
2022	$145,144	$201,661	$590,611	$-56,517

ROTARY FOUNDATION OF GREEN BAY INC