ROCKY MOUNTAIN SECTION AMERICAN ASSOC OF PETROLEUM GEOLOGISTS FOUNDATION (EIN 742408556) - 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

1985

Legal Domicile

Principal Officer

LYNETTE GEORGE

Phone

3038255614

Tax Period

2023-07-01 to 2024-06-30

ROCKY MOUNTAIN SECTION AMERICAN ASSOC OF PETROLEUM GEOLOGISTS FOUNDATION, founded in 1985, is a micro nonprofit in the Education sector that reported $70K in total revenue in fiscal year 2023. The organization ran a surplus of $56K, a strong 80% operating margin.

Mission

SCIENTIFIC AND EDUCATIONAL ADVANCEMENT FOR THE SCIENCE OF GEOLOGY IN THE ROCKY MOUNTAIN REGION AS APPLIED TO MINERAL RESOURCES.

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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 $50,000

Program Service Revenue $0

Investment Income $20,298

Other Revenue $0

TOTAL REVENUE $70,298

Expense Breakdown

Grants Paid $12,695

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,695

Other Expenses $1,485

TOTAL EXPENSES $14,180

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,298	$-53,779	-2.3%
Expenses	$14,180	$26,906	-0.5%
Net Income	$56,118	$-80,685	-1.7%

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
ROBIN DIEDRICH	PRESIDENT	2.50	Officer Director	$0	$0	$0
LYN GEORGE	TREASURER	2.50	Officer Director	$0	$0	$0
KIM GERHARDT	SECRETARY	1.50	Officer Director	$0	$0	$0
DAVID HAWK	DIRECTOR-INVESTMENT ADVISO	0.50	Director	$0	$0	$0
TOM CHIDSEY	DIRECTOR	0.20	Director	$0	$0	$0
HEIDI SCHOENSTEIN	DIRECTOR	0.20	Director	$0	$0	$0
ANDY HENNES	DIRECTOR	0.50	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	$70,298	$14,180	$426,464	$56,118
2023	$-53,779	$26,906	$364,688	$-80,685

ROCKY MOUNTAIN SECTION AMERICAN ASSOC OF PETROLEUM GEOLOGISTS FOUNDATION