DOWNTOWN ROTARY FOUNDATION (EIN 814017156) - 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

WAYNE YADA

Phone

5596279310

Tax Period

2021-07-01 to 2022-06-30

DOWNTOWN ROTARY FOUNDATION, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $50K in total revenue in fiscal year 2021. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $72K exceeded revenue, resulting in a 45% operating deficit.

Mission

RAISE AND DISTRIBUTE FUNDS TO 501(C) CHARITABLE ORGANIZATIONS.

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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 $36,530

Program Service Revenue $0

Investment Income $0

Other Revenue $13,058

TOTAL REVENUE $49,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,800

Other Expenses $71,732

TOTAL EXPENSES $71,732

Year-over-Year Comparison

	2021	2020	Change
Revenue	$49,588	$35,647	+0.4%
Expenses	$71,732	$61,783	+0.2%
Net Income	$-22,144	$-26,136	-0.2%

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

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
GREG HAGOPIAN	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA CALLAHAN	DIRECTOR	2.00	Director	$0	$0	$0
MIKE PAIM	DIRECTOR	2.00	Director	$0	$0	$0
MARC MERTZ	DIRECTOR	2.00	Director	$0	$0	$0
DIANE ADEN HAYES	DIRECTOR	2.00	Director	$0	$0	$0
MARY JANE JENNINGS	SECRETARY	2.00	Officer	$0	$0	$0
WAYNE YADA	TREASURER	5.00	Officer	$0	$0	$0
DOUG ARNOLD	PAST PRESIDENT	2.00	Officer	$0	$0	$0
ELIZABETH WYNN	PRESIDENT	5.00	Officer	$0	$0	$0
SCOTT JACOBSEN	PRESIDENT-ELECT	2.00	Officer	$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	$49,588	$71,732	$19,046	$-22,144
2021	$35,647	$61,783	$40,690	$-26,136
2020	$60,093	$56,254	$51,126	$3,839
2019	$88,801	$66,901	$48,052	$21,900

DOWNTOWN ROTARY FOUNDATION