MINNEAPOLIS ROTARY FOUNDATION (EIN 416048419) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Phone

6126730166

Tax Period

2022-07-01 to 2023-06-30

MINNEAPOLIS ROTARY FOUNDATION is a 501(c)(3) with EIN 416048419, based in MINNEAPOLIS, MN. Founded in 1979, the organization files IRS Form 990 and reported its most recent data for fiscal year 2022. In that period, it reported $131,036 in total revenue and $203,357 in total expenses, with net assets of $3,680,672.

Mission

THE MINNEAPOLIS ROTARY FOUNDATION (THE FOUNDATION) REPRESENTS THE MEMBERS OF THE ROTARY CLUB OF MINNEAPOLIS IN THEIR SUPPORT OF INTERNATIONAL AND LOCAL COMMUNITY PROJECTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $55,380

Program Service Revenue $0

Investment Income $75,656

Other Revenue $0

TOTAL REVENUE $131,036

Expense Breakdown

Grants Paid $160,074

Salaries & Benefits $0

Fundraising Expenses $2,670

Program Expenses $166,082

Other Expenses $43,283

TOTAL EXPENSES $203,357

Year-over-Year Comparison

	2022	2021	Change
Revenue	$131,036	$185,075	-0.3%
Expenses	$203,357	$234,816	-0.1%
Net Income	$-72,321	$-49,741	+0.5%

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

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
CHIP PARKS	PRESIDENT	3.00	Officer Director	$0	$0	$0
AMANDA ANDERSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TODD KROUGH	TREASURER	2.00	Officer Director	$0	$0	$0
JACLYN BINUS	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
SURY BHATTACHARYA	DIRECTOR	2.00	Director	$0	$0	$0
SHARON BLOODWORTH	DIRECTOR	2.00	Director	$0	$0	$0
JEFF CAIRNS	DIRECTOR	2.00	Director	$0	$0	$0
JIM COUSINS	DIRECTOR	2.00	Director	$0	$0	$0
MATT JACOBSON	DIRECTOR	2.00	Director	$0	$0	$0
MARISSA KOCAMAN	DIRECTOR	2.00	Director	$0	$0	$0
BILL KUHLMANN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINE MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA MUSLINER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SANDER	DIRECTOR	2.00	Director	$0	$0	$0
ANTWAN THORNTON	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
2024	No data	No data	No data	No data
2023	$131,036	$203,357	$3,686,172	$-72,321
2022	$185,075	$234,816	$3,424,940	$-49,741
2021	$139,742	$161,535	$4,157,962	$-21,793
2020	$173,106	$157,087	$3,279,437	$16,019
2019	$211,994	$216,230	$3,235,602	$-4,236
2018	$124,873	$193,911	$3,141,426	$-69,038

MINNEAPOLIS ROTARY FOUNDATION