FOUR PEAKS ROTARY FOUNDATION

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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

1997

Legal Domicile

Principal Officer

Timothy R Taylor

Phone

6149750614

Tax Period

2021-07-01 to 2022-06-30

FOUR PEAKS ROTARY FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $371K in total revenue in fiscal year 2021. Revenue surged 386% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 31% operating margin.

Mission

The Four Peaks Rotary Foundation strives to make a difference in our community and elsewere through local service projects, and charitable fundraisers to provide assistance to those less fortunate.

Program Service Accomplishments

Program 1

Expenses: $90,000 Revenue: $0

The Navajo Water Project brings clean, hot and cold running water to Navajo households so families can stop hauling water.

Program 2

Expenses: $56,560 Revenue: $0

The San Carlos Rotary works with Second Harves Food Bank to sort food for distribution to those less fortunate.

Program 3

Expenses: $15,000 Revenue: $0

Funding provided to Mentoring Program and scholarships for graduating seniors in recognition of their accomplishments and to alleviate financial barriers to their educational advancement.

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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 (2021)

Revenue Breakdown

Contributions & Grants $371,446

Program Service Revenue $0

Investment Income $6

Other Revenue $0

TOTAL REVENUE $371,452

Expense Breakdown

Grants Paid $221,310

Salaries & Benefits $0

Fundraising Expenses $32,766

Program Expenses $221,310

Other Expenses $36,204

TOTAL EXPENSES $257,514

Year-over-Year Comparison

	2021	2020	Change
Revenue	$371,452	$76,478	+3.9%
Expenses	$257,514	$182,290	+0.4%
Net Income	$113,938	$-105,812	-2.1%

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
Gilbert Miller	President	1.00	Officer	$0	$0	$0
Sandy Davis	Vice President	1.00	Officer	$0	$0	$0
Sue Hendershott	Secretary	1.00	Officer	$0	$0	$0
Timothy Taylor	Treasurer	1.00	Officer	$0	$0	$0
John Gianotti	Director	1.00	Director	$0	$0	$0
Grady Miller	Director	1.00	Director	$0	$0	$0
Linda Dasher	Director	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
2022	$371,452	$257,514	$305,644	$113,938