APPLE VALLEY ROTARY SCHOLARSHIP FOUNDATION (EIN 411855981) - 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

1996

Legal Domicile

Principal Officer

Jessica Fields

Phone

6125185641

Tax Period

2023-07-01 to 2024-06-30

APPLE VALLEY ROTARY SCHOLARSHIP FOUNDATION, founded in 1996, is a micro nonprofit in the Education sector that reported $77K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 23% operating margin.

Mission

Grants for education.

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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 $49,905

Program Service Revenue $0

Investment Income $26,774

Other Revenue $0

TOTAL REVENUE $76,679

Expense Breakdown

Grants Paid $46,317

Salaries & Benefits $0

Fundraising Expenses $7,236

Program Expenses $46,317

Other Expenses $12,523

TOTAL EXPENSES $58,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,679	$47,439	+0.6%
Expenses	$58,840	$53,817	+0.1%
Net Income	$17,839	$-6,378	-3.8%

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

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
Jessica Fields	Chair	2.00	Director	$0	$0	$0
Gwen Aaberg	Director	1.00	Director	$0	$0	$0
Brian Bessler	Director	1.00	Director	$0	$0	$0
Ed Corbett	Director	1.00	Director	$0	$0	$0
Wayne Hilbert	Director	1.00	Director	$0	$0	$0
Jake Hines	Director	1.00	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	No data	No data	No data	No data
2024	$76,679	$58,840	$498,578	$17,839
2021	$185,780	$108,872	$546,702	$76,908
2020	$78,977	$80,516	$485,044	$-1,539

APPLE VALLEY ROTARY SCHOLARSHIP FOUNDATION