Rotary District 5080 Charitable Fund (EIN 813110856) - 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

2016

Legal Domicile

Principal Officer

William Simer

Phone

5099222693

Tax Period

2024-07-01 to 2025-06-30

Rotary District 5080 Charitable Fund, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $193K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 16% operating margin.

Mission

To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.

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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 $121,823

Program Service Revenue $0

Investment Income $74,003

Other Revenue $-3,018

TOTAL REVENUE $192,808

Expense Breakdown

Grants Paid $155,097

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $155,097

Other Expenses $7,825

TOTAL EXPENSES $162,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,808	$117,801	+0.6%
Expenses	$162,922	$174,371	-0.1%
Net Income	$29,886	$-56,570	-1.5%

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

100

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
M Karen Cook	Director	1.00	Director	$0	$0	$0
KYLE NOLTE	Secretary	1.00	Officer Director	$0	$0	$0
William Simer	Treasurer	2.00	Officer Director	$0	$0	$0
Gary J Bowe	Executive Dir.	3.00	Officer Director	$0	$0	$0
Bev Reed	President	1.00	Officer Director	$0	$0	$0
Robert Quay	Director	1.00	Director	$0	$0	$0
Helen LeBoeuf	Director	1.00	Director	$0	$0	$0
Heidi Pallardy	Director	1.00	Director	$0	$0	$0
Lorne Westnedge	Vice President	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	$192,808	$162,922	$1,142,863	$29,886
2024	$117,801	$174,371	$1,075,128	$-56,570
2023	$133,694	$141,259	$1,060,037	$-7,565
2022	$245,587	$151,351	$998,092	$94,236
2021	$85,170	$93,696	$1,084,333	$-8,526
2021	$85,170	$93,696	$1,084,333	$-8,526
2020	$56,878	$108,502	$938,899	$-51,624
2019	$196,475	$92,584	$1,008,338	$103,891
2018	$1,008,346	$84,890	$919,851	$923,456

Rotary District 5080 Charitable Fund