ROTARY CLUB OF JACKSON HOLE FOUNDATION (EIN 830296341) - 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

2008

Legal Domicile

Principal Officer

KEVIN OLSON

Phone

3077332046

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF JACKSON HOLE FOUNDATION, founded in 2008, is a small nonprofit that reported $459K in total revenue in fiscal year 2024. The organization ran a surplus of $194K, a strong 42% operating margin.

Mission

TO EXECUTE THE FOUNDATION'S PRIMARY GOAL OF SUPPORTING THE ADVANCEMENT OF EDUCATION BY PROVIDING SCHOLARSHIPS TO STUDENTS AND EDUCATORS IN OUR COMMUNITY, WHILE AIDING OTHER CHARITABLE NEEDS OF INDIVIDUALS AND ORGANIZATIONS AS DEEMED APPROPRIATE BY THE FOUNDATION PRIOITIES.

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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 $463,021

Program Service Revenue $0

Investment Income $42,913

Other Revenue $-47,187

TOTAL REVENUE $458,747

Expense Breakdown

Grants Paid $247,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,400

Other Expenses $16,921

TOTAL EXPENSES $264,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,747	$452,439	+0.0%
Expenses	$264,321	$258,947	+0.0%
Net Income	$194,426	$193,492	+0.0%

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
KEVIN OLSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
MELISSA TURLEY	VICE PRESIDE	N/A	Director	$0	$0	$0
DEIDRE ASHLEY	TREASURER	N/A	Officer Director	$0	$0	$0
JESSICA JAUBERT	SECRETARY	N/A	Director	$0	$0	$0
JEFF WARD	DIRECTOR	N/A	Officer Director	$0	$0	$0
JIM WALDROP	DIRECTOR	N/A	Director	$0	$0	$0
HAILEY MORTON-LEVINSON	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
2025	$458,747	$264,321	$1,687,429	$194,426
2024	$452,439	$258,947	$1,432,435	$193,492
2023	$403,840	$311,681	$651,126	$92,159
2022	$395,826	$474,925	$531,819	$-79,099
2021	$400,568	$480,534	$608,958	$-79,966
2020	$368,916	$60,857	$1,047,057	$308,059
2019	$259,256	$226,467	$738,998	$32,789

ROTARY CLUB OF JACKSON HOLE FOUNDATION