ROTARY CLUB OF TUCSON FOUNDATION (EIN 510172798) - 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

1975

Legal Domicile

Principal Officer

CLIFFORD BOWMAN

Phone

5206232281

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF TUCSON FOUNDATION, founded in 1975, is a small nonprofit in the Community Improvement sector that reported $331K in total revenue in fiscal year 2024. Net assets of $1.9M represent 67 months of operating reserves.

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT THE LOCAL AND INTERNATIONAL COMMUNITIES THROUGH DONATIONS TO EDUCATIONAL, COMMUNITY AND INTERNATIONAL CHARITIES.

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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 $230,506

Program Service Revenue $0

Investment Income $65,023

Other Revenue $35,450

TOTAL REVENUE $330,979

Expense Breakdown

Grants Paid $310,890

Salaries & Benefits $0

Fundraising Expenses $1,754

Program Expenses $310,890

Other Expenses $45,174

TOTAL EXPENSES $356,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$330,979	$332,626	0.0%
Expenses	$356,064	$278,154	+0.3%
Net Income	$-25,085	$54,472	-1.5%

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

200

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
DAVE WHITE	DIRECTOR	0.50	Director	$0	$0	$0
MARIANNE DEVRIES ROSS	DIRECTOR	0.50	Director	$0	$0	$0
MATT BLAIR	DIRECTOR	0.50	Director	$0	$0	$0
JONI CONDIT	DIRECTOR	0.50	Director	$0	$0	$0
JO DE CHATELET	DIRECTOR	0.50	Director	$0	$0	$0
LYUDA EISENMAN	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET HIGGINS	DIRECTOR	0.50	Director	$0	$0	$0
KURTIS DAWSON	DIRECTOR	0.50	Director	$0	$0	$0
BRUCE JACOBS	DIRECTOR	0.50	Director	$0	$0	$0
BOBBIE LARSON	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS ROBERTSON	DIRECTOR	0.50	Director	$0	$0	$0
DOT KRET	DIRECTOR	0.50	Director	$0	$0	$0
CLIFFORD BOWMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHUCK SAWYER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANA CANNON	SECRETARY	1.00	Officer Director	$0	$0	$0
MITCH PISIK	TREASURER	1.00	Officer 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	$330,979	$356,064	$1,968,805	$-25,085
2024	$332,626	$278,154	$1,911,172	$54,472
2023	$276,866	$392,832	$1,850,261	$-115,966
2022	$566,464	$518,991	$1,808,098	$47,473
2021	$542,607	$262,545	$2,135,711	$280,062
2020	$283,900	$219,153	$1,666,473	$64,747
2019	$244,873	$298,526	$1,611,025	$-53,653
2018	$376,026	$291,220	$1,627,580	$84,806

ROTARY CLUB OF TUCSON FOUNDATION