Foothills Rotary Charitable Foundation (EIN 742532730) - 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

1988

Legal Domicile

Phone

9702825403

Tax Period

2024-07-01 to 2025-06-30

Foothills Rotary Charitable Foundation, founded in 1988, is a small nonprofit that reported $132K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 40% operating margin.

Mission

Scholarship and 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 $37,124

Program Service Revenue $0

Investment Income $38,738

Other Revenue $56,502

TOTAL REVENUE $132,364

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,904

Other Expenses $4,904

TOTAL EXPENSES $79,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,364	$73,893	+0.8%
Expenses	$79,904	$72,770	+0.1%
Net Income	$52,460	$1,123	+45.7%

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
William Hart	Member	1.00	Director	$0	$0	$0
Chris Otto	Treasurer	1.00	Director	$0	$0	$0
Brad Bischoff	Member	1.00	Director	$0	$0	$0
Art Bavoso	Member	1.00	Director	$0	$0	$0
Lyn Pring	Member	1.00	Director	$0	$0	$0
Bob Sanderson	President	1.00	Director	$0	$0	$0
Tom Hyland	Member	1.00	Director	$0	$0	$0
Bud Frick	Member	1.00	Director	$0	$0	$0
Rob Nelson	Member	1.00	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	$132,364	$79,904	$1,196,528	$52,460
2024	No data	No data	No data	No data
2023	$74,743	$50,387	$997,983	$24,356
2022	$67,912	$42,300	$877,606	$25,612
2021	$121,559	$105,487	$971,162	$16,072
2020	$75,615	$30,720	$782,450	$44,895
2018	$57,802	$35,428	$692,834	$22,374

Foothills Rotary Charitable Foundation