JULIUS GIUS MEMORIAL ROTARY FOUNDATION (EIN 770482988) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

CONNIE YOUNG

Tax Period

2024-07-01 to 2025-06-30

JULIUS GIUS MEMORIAL ROTARY FOUNDATION, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $65K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $12K, a strong 19% operating margin.

Mission

TO PROVIDE CHARITABLE CONTRIBUTIONS TO EXISTING CHARITABLE ENTITIES THAT ARE QUALIFIED, TAX EXEMPT ORGANIZATIONS PURSUANT TO THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND TO PROVIDE ASSISTANCE TO NEEDY INDIVIDUALS; TO DIRECTLY ENGAGE IN AND CARRY ON PROGRAMS FOR CHARITABLE AND EDUCATIONAL PURPOSES; AND TO ENCOURAGE GREATER PHILANTHROPY AND APPRECIATION OF THE NEEDS OF THOSE LESS FORTUNATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50,959

Program Service Revenue $0

Investment Income $13,980

Other Revenue $0

TOTAL REVENUE $64,939

Expense Breakdown

Grants Paid $41,543

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,543

Other Expenses $10,912

TOTAL EXPENSES $52,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,939	$75,491	-0.1%
Expenses	$52,455	$77,083	-0.3%
Net Income	$12,484	$-1,592	-8.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
SAURABH BAJAJ	DIRECTOR	1.00	Director	$0	$0	$0
NEAL LASSIA	DIRECTOR	1.00	Director	$0	$0	$0
ROB VAN NIEWBURG	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK SAUER	ASST TREASUR	1.00	Officer Director	$0	$0	$0
MARGI WRAY	SECRETARY	1.00	Officer Director	$0	$0	$0
CONNIE YOUNG	TREASURER	1.00	Officer 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	$64,939	$52,455	$595,913	$12,484
2024	$75,491	$77,083	$522,085	$-1,592

JULIUS GIUS MEMORIAL ROTARY FOUNDATION