TARPON SPRINGS ROTARY YOUTH TRUST FUND (EIN 596866121) - 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

1986

Legal Domicile

Principal Officer

JAN CAUSEY

Phone

7274328649

Tax Period

2024-07-01 to 2025-06-30

TARPON SPRINGS ROTARY YOUTH TRUST FUND, founded in 1986, is a small nonprofit in the Youth Development sector that reported $137K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 33% operating margin.

Mission

DEDICATED TO HELPING AT-RISK YOUTH AND ADULTS BUILD BRIGHTER FUTURES THROUGH SCHOLARSHIPS, AND YOUTH DEVELOPMENT PROGRAMS.

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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 $60,667

Program Service Revenue $0

Investment Income $76,517

Other Revenue $0

TOTAL REVENUE $137,184

Expense Breakdown

Grants Paid $75,500

Salaries & Benefits $0

Fundraising Expenses $154

Program Expenses $75,500

Other Expenses $15,738

TOTAL EXPENSES $91,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,184	$63,351	+1.2%
Expenses	$91,392	$63,158	+0.4%
Net Income	$45,792	$193	+236.3%

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
BOB DOCKERY	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL KOUSKOUTIS	TRUSTEE	2.00	Director	$0	$0	$0
DEE ISGUZAR	TRUSTEE	2.00	Director	$0	$0	$0
MID BROCK	TRUSTEE	2.00	Director	$0	$0	$0
JAN CAUSEY	TRUSTEE	2.00	Director	$0	$0	$0
JEAN COLEMAN	TRUSTEE	2.00	Director	$0	$0	$0
JERRY COLEMAN	TRUSTEE	2.00	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	$137,184	$91,392	$1,100,142	$45,792
2024	No data	No data	No data	No data
2023	$96,229	$63,260	$924,764	$32,969
2022	$99,944	$61,734	$835,559	$38,210
2021	$263,912	$67,474	$1,048,255	$196,438
2020	$-26,059	$64,594	$791,200	$-90,653
2019	$66,620	$69,047	$879,892	$-2,427

TARPON SPRINGS ROTARY YOUTH TRUST FUND