ROTARY FOUNDATION OF CRYSTAL RIVER… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

JOHN COMER

Phone

3525631222

Tax Period

2018-07-01 to 2019-06-30

ROTARY FOUNDATION OF CRYSTAL RIVER INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $151K in total revenue in fiscal year 2018. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 41% operating margin.

Mission

TO FUND COMMUNITY ORGANIZATIONS, INTERNATIONAL PROJECTS AND SUPPORT THE CHARITABLE EFFORTS OF ROTARY INTERNATIONAL.

Program Service Accomplishments

Program 1

Expenses: $17,500

PROVIDED SCHOLARSHIPS FOR STUDENTS FROM CITRUS COUNTY TO ATTEND COLLEGE THROUGH VARIOUS ORGANIZATIONS SUCH AS INTERACT AND DISTRICT ORGANIZATIONS.

Program 2

Expenses: $9,500

CONTINUED TO DEVELOP THE GROVE PROJECT, WHICH INVOLVED THE PLANTING OF 100 ADDITIONAL FRUIT TREES IN ORDER TO ASSIST IN THE FEEDING OF THE HUNGRY IN OUR COMMUNITY.

Program 3

Expenses: $7,301

CONTRIBUTED TO RISE AGAINST HUNGER NOW WHICH AIDS IN THE BATTLE OF HUNGER WORLD-WIDE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $31,733

Program Service Revenue $0

Investment Income $27,137

Other Revenue $91,675

TOTAL REVENUE $150,545

Expense Breakdown

Grants Paid $55,098

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,606

Other Expenses $33,693

TOTAL EXPENSES $88,791

Year-over-Year Comparison

	2018	2017	Change
Revenue	$150,545	$115,421	+0.3%
Expenses	$88,791	$105,589	-0.2%
Net Income	$61,754	$9,832	+5.3%

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

100

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
DON SHOOK	DIRECTOR	0.50	Director	$0	$0	$0
AMY MEEK	DIRECTOR	0.50	Director	$0	$0	$0
KRYSTINE BAUM	DIRECTOR	0.50	Director	$0	$0	$0
TED GROWDON	DIRECTOR	0.50	Director	$0	$0	$0
THERESSA FOSTER	DIRECTOR	0.50	Director	$0	$0	$0
RICK BROWN	DIRECTOR	0.50	Director	$0	$0	$0
ALISON MARKHAM	SECRETARY/TREASURER	6.00	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
2019	$150,545	$88,791	$297,503	$61,754

ROTARY FOUNDATION OF CRYSTAL RIVER INC