ROTARY CLUB OF N S EDUCATION FDN (EIN 421395093) - 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

1993

Legal Domicile

Phone

5632859330

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF N S EDUCATION FDN, founded in 1993, is a small nonprofit that reported $188K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 78% operating margin.

Mission

EDUCATIONAL AND ADVANCEMENT OF YOUTH

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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 $211,461

Program Service Revenue $0

Investment Income $13,099

Other Revenue $-36,414

TOTAL REVENUE $188,146

Expense Breakdown

Grants Paid $38,351

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,351

Other Expenses $3,143

TOTAL EXPENSES $41,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,146	$148,800	+0.3%
Expenses	$41,494	$82,460	-0.5%
Net Income	$146,652	$66,340	+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

105

Independent Members

105

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
DEB PETERSEN	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA KEPPY-VOLRATH	TRUSTEE	1.00	Director	$0	$0	$0
STEVE FAHRENKROG	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE JONES	TRUSTEE	1.00	Director	$0	$0	$0
CODY ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CONNOLLY	TRUSTEE	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	$188,146	$41,494	$482,286	$146,652
2024	$148,800	$82,460	$335,634	$66,340
2023	$93,466	$92,003	$269,294	$1,463
2022	$126,197	$131,201	$257,572	$-5,004

ROTARY CLUB OF N S EDUCATION FDN