BURNSVILLE ROTARY FOUNDATION (EIN 411707122) - 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

Legal Domicile

Principal Officer

JOE NELSON

Phone

6512706798

Tax Period

2024-07-01 to 2025-06-30

BURNSVILLE ROTARY FOUNDATION is a small nonprofit in the Education sector that reported $142K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

FUNDING FOR LOCAL, NATIONAL AND INTERNATIONAL PROJECTS

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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 $165,766

Program Service Revenue $0

Investment Income $7,081

Other Revenue $-30,808

TOTAL REVENUE $142,039

Expense Breakdown

Grants Paid $152,424

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,539

Other Expenses $705

TOTAL EXPENSES $153,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,039	$179,136	-0.2%
Expenses	$153,129	$120,331	+0.3%
Net Income	$-11,090	$58,805	-1.2%

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
JOE NELSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
TODD JORGENSEN	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
LAURIE THULIEN	PAST PRESIDE	0.50	Director	$0	$0	$0
BRIAN BRAKKE	SECRETARY	0.50	Officer Director	$0	$0	$0
KEITH MATTSON	TREASURER	2.00	Officer Director	$0	$0	$0
TED AULT	WORLD SVC	0.50	Director	$0	$0	$0
ALLY BAER	MEMBER	0.50	Director	$0	$0	$0
TONY COMPTON	PR IMAGE	0.50	Director	$0	$0	$0
WAYNE JARVI	VOCATIONAL	0.50	Director	$0	$0	$0
ANDREW JOHNSON	COMMUNITY SV	1.50	Director	$0	$0	$0
PETE SCHULTE	FOUNDATION	0.50	Director	$0	$0	$0
BARBARA ZORN	HISTORICAL	0.50	Director	$0	$0	$0
PEGGY HICKS	SOCIAL	0.00	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	$142,039	$153,129	$254,361	$-11,090
2024	$179,136	$120,331	$265,451	$58,805
2023	$105,832	$96,212	$206,646	$9,620
2022	$97,060	$111,627	$197,026	$-14,567
2021	$135,554	$90,228	$211,593	$45,326
2020	$79,751	$124,063	$166,267	$-44,312
2019	$116,041	$102,424	$210,579	$13,617

BURNSVILLE ROTARY FOUNDATION