Columbia Rotary Education Foundation Inc (EIN 576021384) - 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

Phone

8032521087

Tax Period

2023-07-01 to 2024-06-30

Columbia Rotary Education Foundation Inc is a micro nonprofit that reported $93K in total revenue in fiscal year 2023. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 23% operating margin.

Mission

Provide Scholorships to deserving students

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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 $17,415

Program Service Revenue $0

Investment Income $0

Other Revenue $75,478

TOTAL REVENUE $92,893

Expense Breakdown

Grants Paid $52,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,131

Other Expenses $19,339

TOTAL EXPENSES $71,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,893	$54,320	+0.7%
Expenses	$71,839	$54,840	+0.3%
Net Income	$21,054	$-520	-41.5%

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

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	Role	Reportable Comp	Other Comp	Total
Susan Elkins	Director	Director	$0	$0	$0
William Cantey III	Director	Director	$0	$0	$0
David Renaker	Secretary	Officer Director	$0	$0	$0
Rebecca Gunnlaugsson	Treasurer	Officer Director	$0	$0	$0
Jonathan Mark Jeffcoat	President Elect	Director	$0	$0	$0
George Glenn Matthews III	President	Officer Director	$0	$0	$0
Audrey Brown	Director	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	$92,893	$71,839	$859,830	$21,054
2023	$54,320	$54,840	$838,776	$-520
2022	$65,892	$85,418	$839,296	$-19,526
2021	$246,803	$47,142	$997,263	$199,661
2020	$23,593	$38,598	$793,815	$-15,005
2019	$37,269	$29,545	$804,995	$7,724
2018	$36,520	$33,118	$772,422	$3,402

Columbia Rotary Education Foundation Inc