UNION CITY ROTARY FOUNDATION (EIN 581507984) - 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

1983

Legal Domicile

Principal Officer

Tim Shanks

Phone

7318853661

Tax Period

2024-07-01 to 2025-06-30

UNION CITY ROTARY FOUNDATION, founded in 1983, is a small nonprofit in the Education sector that reported $374K in total revenue in fiscal year 2024. Expenses of $438K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO AWARD SCHOLARSHIP TO ADVANCE HIGHER EDUCATION

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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 $221,792

Program Service Revenue $0

Investment Income $151,828

Other Revenue $0

TOTAL REVENUE $373,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $367,032

Other Expenses $438,182

TOTAL EXPENSES $438,182

Year-over-Year Comparison

	2024	2023	Change
Revenue	$373,620	$376,799	0.0%
Expenses	$438,182	$461,238	0.0%
Net Income	$-64,562	$-84,439	-0.2%

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

Independent Members

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
Alfred Creswell	Treasurer	Officer	$0	$0	$0
Donnie Walton	President Elect	Officer	$0	$0	$0
Rance Barnes Sr	Past President	Officer	$0	$0	$0
Tim Shanks	President	Officer	$0	$0	$0
George Leake	Ascending Director	Officer	$0	$0	$0
Kyle Ross	Secretary	Officer	$0	$0	$0
Tyler Barker	Ascending Director	Officer	$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	$373,620	$438,182	$5,247,752	$-64,562
2024	$376,799	$461,238	$4,964,351	$-84,439
2023	$304,909	$474,982	$4,710,172	$-170,073
2022	$493,008	$560,310	$4,685,303	$-67,302
2021	$324,837	$381,725	$5,403,956	$-56,888
2020	$256,877	$371,503	$4,801,163	$-114,626
2019	$391,430	$348,362	$4,749,308	$43,068

UNION CITY ROTARY FOUNDATION