Hailey Rotary Foundation Inc (EIN 820497133) - 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

2000

Legal Domicile

Principal Officer

Jennifer Bowen

Phone

2083090379

Tax Period

2023-08-01 to 2024-07-31

Hailey Rotary Foundation Inc, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $87K in total revenue in fiscal year 2023. The organization ran a surplus of $50K, a strong 58% operating margin.

Mission

Scholarship awards and charitable giving.

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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 $22,452

Program Service Revenue $62,022

Investment Income $2,528

Other Revenue $0

TOTAL REVENUE $87,002

Expense Breakdown

Grants Paid $6,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,118

Other Expenses $30,177

TOTAL EXPENSES $36,877

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,002	$90,576	0.0%
Expenses	$36,877	$59,148	-0.4%
Net Income	$50,125	$31,428	+0.6%

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
Kevin Lupton	Secretary	2.00	Officer Director	$0	$0	$0
Jennifer Bowen	President	2.00	Officer Director	$0	$0	$0
Mackenzie Harbaugh	Treasurer	2.00	Officer Director	$0	$0	$0
Jane Drussel	Vice President	2.00	Officer Director	$0	$0	$0
Kelli Young	Director	2.00	Director	$0	$0	$0
Dan Smith	Director	2.00	Director	$0	$0	$0
James Christensen	Director	2.00	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
2025	No data	No data	No data	No data
2024	$87,002	$36,877	$672,113	$50,125
2023	$90,576	$59,148	$577,108	$31,428
2022	$95,902	$39,867	$531,330	$56,035
2021	$27,477	$51,281	$505,908	$-23,804
2020	$33,696	$43,670	$439,407	$-9,974

Hailey Rotary Foundation Inc