GREATER BOISE 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

1984

Legal Domicile

Principal Officer

MARIANNE BARKER

Phone

2083085617

Tax Period

2023-07-01 to 2024-06-30

GREATER BOISE ROTARY FOUNDATION, founded in 1984, is a small nonprofit that reported $328K in total revenue in fiscal year 2023. Revenue surged 465% from the prior year, signaling strong growth momentum. The organization ran a surplus of $266K, a strong 81% operating margin.

Mission

TO SUPPORT COMMUNITY PROGRAMS IN ADA COUNTY, IDAHO BY FUNDING GRANTS TO OTHER CHARITABLE ORGANIZATIONS OPERATING WITHIN THE COUNTY.

Program Service Accomplishments

Program 1

Expenses: $44,500 Revenue: $18,962

FUNDS DONATED TO QUALIFIED CHARITIES PROVIDING SERVICES IN ADA COUNTY, IDAHO.

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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 (2023)

Revenue Breakdown

Contributions & Grants $18,962

Program Service Revenue $0

Investment Income $308,902

Other Revenue $0

TOTAL REVENUE $327,864

Expense Breakdown

Grants Paid $44,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,500

Other Expenses $17,067

TOTAL EXPENSES $61,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,864	$58,045	+4.6%
Expenses	$61,567	$65,110	-0.1%
Net Income	$266,297	$-7,065	-38.7%

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
BOB ROSE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON SNODGRASS	DIRECTOR	1.00	Director	$0	$0	$0
BRET VATERLAUS	DIRECTOR	1.00	Director	$0	$0	$0
CODY WALGAMOTT	DIRECTOR	1.00	Director	$0	$0	$0
CONRAD COLBY	DIRECTOR	1.00	Director	$0	$0	$0
DAVE WAGERS	DIRECTOR	1.00	Director	$0	$0	$0
JANET HASSON	DIRECTOR	1.00	Director	$0	$0	$0
KEN REGLIN	DIRECTOR	1.00	Director	$0	$0	$0
KYLE WOODS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA GERBER	DIRECTOR	1.00	Director	$0	$0	$0
LIZ HALL	DIRECTOR	1.00	Director	$0	$0	$0
SHANNA ENDOW	DIRECTOR	1.00	Director	$0	$0	$0
TODD FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
JENNY HEMLY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LEARNED	DIRECTOR	1.00	Director	$0	$0	$0
DOUG OOLEY	DIRECTOR	1.00	Director	$0	$0	$0
GREG KITTRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SIELER	DIRECTOR	1.00	Director	$0	$0	$0
MILISSA GAUB	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SWAN	PRESIDENT	1.00	Officer	$0	$0	$0
MARIANNE BARKER	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	$327,864	$61,567	$912,569	$266,297
2023	$58,045	$65,110	$858,172	$-7,065
2022	$67,783	$65,528	$823,668	$2,255
2021	$58,522	$59,406	$966,499	$-884
2020	$49,220	$73,001	$826,927	$-23,781
2019	$54,226	$69,491	$852,706	$-15,265