Grove City Rotary Foundation (EIN 432019341) - 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

2003

Legal Domicile

Principal Officer

David Roasa

Phone

6143974278

Tax Period

2023-07-01 to 2024-06-30

Grove City Rotary Foundation, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $37K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $8K, a strong 22% operating margin.

Mission

To provide funds for scholarships, grants, and local community building 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 (2023)

Revenue Breakdown

Contributions & Grants $16,616

Program Service Revenue $0

Investment Income $1,325

Other Revenue $18,713

TOTAL REVENUE $36,654

Expense Breakdown

Grants Paid $12,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,243

Other Expenses $15,322

TOTAL EXPENSES $28,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,654	$38,961	-0.1%
Expenses	$28,651	$36,003	-0.2%
Net Income	$8,003	$2,958	+1.7%

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
Andrea Russell-Mann	Trustee	2.00	Director	$0	$0	$0
Greg Hritz	Past President	2.00	Officer Director	$0	$0	$0
Jan Roasa	President	10.00	Officer Director	$0	$0	$0
Marlane Bartels	Secretary	2.00	Officer Director	$0	$0	$0
Robin Carl	Trustee	1.00	Director	$0	$0	$0
David Roasa	Treasurer	2.00	Officer Director	$0	$0	$0
Charlene McFarland	Trustee	1.00	Director	$0	$0	$0
Mary Titus	President Elect	1.00	Officer Director	$0	$0	$0
Brenda Newman	Trustee	1.00	Director	$0	$0	$0
Larry Titus	Trustee	1.00	Director	$0	$0	$0
Lenny Frazzita	Trustee	1.00	Director	$0	$0	$0
Chris Killian	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	No data	No data	No data	No data
2024	$36,654	$28,651	$46,743	$8,003
2023	$38,961	$36,003	$38,740	$2,958
2022	$33,555	$29,602	$35,870	$3,953
2021	$17,760	$23,936	$32,047	$-6,176
2020	$39,442	$18,120	$38,005	$21,322
2019	$32,600	$36,800	$16,683	$-4,200

Grove City Rotary Foundation