SAINT PAUL ROTARY FOUNDATION (EIN 411362498) - 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

1958

Legal Domicile

Principal Officer

JASON BRADSHAW

Phone

6512222028

Tax Period

2024-07-01 to 2025-06-30

SAINT PAUL ROTARY FOUNDATION, founded in 1958, is a small nonprofit that reported $103K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $46K, a strong 45% operating margin.

Mission

THE SAINT PAUL ROTARY FOUNDATION SEEKS TO ACCUMULATE FUNDS THROUGH CHARITABLE CONTRIBUTIONS FOR THE FINANCIAL SUPPORT OF THE CHARITABLE, EDUCATIONAL AND COMMUNITY ACTIVITIES AND GRANTS SUCH FUNDS FOR LOCAL AND INTERNATIONAL ACTIVITIES CONDUCTED BY THE SAINT PAUL ROTARY CLUB.

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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 $36,579

Program Service Revenue $0

Investment Income $54,354

Other Revenue $11,772

TOTAL REVENUE $102,705

Expense Breakdown

Grants Paid $28,224

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,224

Other Expenses $28,650

TOTAL EXPENSES $56,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,705	$114,975	-0.1%
Expenses	$56,874	$91,099	-0.4%
Net Income	$45,831	$23,876	+0.9%

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

N/A

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
LAURA NICHOLS-ENDRES	TREASURER	2.00	Officer Director	$0	$0	$0
TODD NICHOLSON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL-JON PEASE	DIRECTOR	2.00	Director	$0	$0	$0
JASON BRADSHAW	PRESIDENT	2.00	Officer Director	$0	$0	$0
DEB KATZMARK	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID DOMINICK	VICE PRESIDENT	2.00	Director	$0	$0	$0
HEIDI FISHER	DIRECTOR	2.00	Director	$0	$0	$0
BILL COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
SHELLY RUCKS	DIRECTOR	2.00	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	$102,705	$56,874	$1,101,015	$45,831
2024	$114,975	$91,099	$1,003,069	$23,876
2023	$104,749	$97,612	$916,505	$7,137
2022	$96,098	$79,440	$857,609	$16,658
2021	$80,328	$79,314	$1,036,139	$1,014
2020	$95,165	$90,170	$851,979	$4,995
2019	$137,086	$125,037	$862,879	$12,049

SAINT PAUL ROTARY FOUNDATION