THE ROTARY CLUB 99 FOUNDATION (EIN 710589695) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

KAREN FETZER

Phone

5016630063

Tax Period

2022-07-01 to 2023-06-30

THE ROTARY CLUB 99 FOUNDATION, founded in 1984, is a small nonprofit that reported $227K in total revenue in fiscal year 2018. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $139K, a strong 61% operating margin.

Mission

TO RAISE FUNDS TO BENEFIT YOUTH AND EDUCATIONAL, SCIENTIFIC, LITERARY AND OTHER CHARITABLE PURPOSES IN THE COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $47,141

Program Service Revenue $0

Investment Income $58,149

Other Revenue $0

TOTAL REVENUE $105,290

Expense Breakdown

Grants Paid $85,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,131

Other Expenses $29,131

TOTAL EXPENSES $114,131

Year-over-Year Comparison

	2022	2021	Change
Revenue	$105,290	$310,089	-0.7%
Expenses	$114,131	$79,942	+0.4%
Net Income	$-8,841	$230,147	-1.0%

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

350

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
PHILLIP GARY PARRISH	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE PAYTON	CHAIR	4.00	Officer Director	$0	$0	$0
KAREN FETZER	EXECUTIVE DI	4.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$105,290	$114,131	$2,584,524	$-8,841
2022	$310,089	$79,942	$2,400,616	$230,147
2021	$510,491	$104,074	$2,522,874	$406,417
2020	$146,687	$110,913	$2,116,457	$35,774
2019	$227,350	$88,525	$2,080,683	$138,825

THE ROTARY CLUB 99 FOUNDATION