ROTARY CLUB OF INTL FALLS CHARITABLE FOUNDATION (EIN 822769418) - 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

2017

Principal Officer

JENELL FELLER

Phone

2182838148

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF INTL FALLS CHARITABLE FOUNDATION, founded in 2017, is a micro nonprofit in the Youth Development sector that reported $6K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $6K left a modest 5% surplus.

Mission

CHARITABLE FOUNDATION

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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 $5,775

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,775

Expense Breakdown

Grants Paid $5,479

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,504

Other Expenses $25

TOTAL EXPENSES $5,504

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,775	$27,603	-0.8%
Expenses	$5,504	$33,557	-0.8%
Net Income	$271	$-5,954	-1.0%

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
JENELL FELLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
IAN HALL	PRESIDENT EL	N/A	Director	$0	$0	$0
KIM USERY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
AMY MORTENSON	SECRETARY	N/A	Officer Director	$0	$0	$0
RANDY POZNIAK	TREASURER	N/A	Officer Director	$0	$0	$0
CAROL GRIMM	DIRECTOR	N/A	Director	$0	$0	$0
DOUG SKRIEF	DIRECTOR	N/A	Director	$0	$0	$0
JACI NAGEL	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY LAVIGNE	DIRECTOR	N/A	Director	$0	$0	$0
BRAD KRASAWAY	DIRECTOR	N/A	Director	$0	$0	$0
JEFF HARDWIG	DIRECTOR	N/A	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
2024	$5,775	$5,504	$13,015	$271
2024	No data	No data	No data	No data
2023	$27,603	$33,557	$12,744	$-5,954
2022	$19,774	$9,695	$18,698	$10,079
2021	$15,779	$7,804	$8,619	$7,975

ROTARY CLUB OF INTL FALLS CHARITABLE FOUNDATION