UNITED ROTARY CLUBS OF SOUTHERN OREGON (EIN 832855784) - 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

2019

Legal Domicile

Principal Officer

LEANNE MOBLEY

Phone

5419440054

Tax Period

2020-01-01 to 2020-12-31

UNITED ROTARY CLUBS OF SOUTHERN OREGON, founded in 2019, is a small nonprofit in the Youth Development sector that reported $237K in total revenue in fiscal year 2020. Revenue surged 677% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 34% operating margin.

Mission

DEVELOP, IMPLEMENT AND CONDUCT FUNDRAISING ACTIVITIES THAT WILL BENEFIT COMMUNITY-BASED PROGRAMS, INCLUDING YOUTH AND YOUTH PROGRAMS, IN SOUTHERN OREGON.

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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 (2020)

Revenue Breakdown

Contributions & Grants $236,728

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $236,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,244

Other Expenses $156,244

TOTAL EXPENSES $156,244

Year-over-Year Comparison

	2020	2019	Change
Revenue	$236,729	$30,477	+6.8%
Expenses	$156,244	$26,585	+4.9%
Net Income	$80,485	$3,892	+19.7%

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	Role	Reportable Comp	Other Comp	Total
JOHN DUFFIE	Director	Director	$0	$0	$0
MARY ELLEN CAMPBELL	Director	Director	$0	$0	$0
ROBERT ROOD	Director	Director	$0	$0	$0
KELLY TAYLOR	Director	Director	$0	$0	$0
SCOTT BRODIE	Director	Director	$0	$0	$0
JEFF VENABLES	Treasurer	Officer Director	$0	$0	$0
LEANNE MOBLEY	President	Officer Director	$0	$0	$0
STEPH HENDRICKSON	Director	Director	$0	$0	$0
MARNEY KADRMAS	Director	Director	$0	$0	$0
BRIAN BARR	Vice President	Officer Director	$0	$0	$0
RICK BREWSTER	Director	Director	$0	$0	$0
MARC DITOMMASO	Director	Director	$0	$0	$0
HERB FARBER	Director	Director	$0	$0	$0
THOMAS TINSLEY	Director	Director	$0	$0	$0
JULI DICHIRO	Director	Officer Director	$0	$0	$0
MARC BAYLISS	Director	Director	$0	$0	$0
JOHN BOYD	Director	Director	$0	$0	$0
DONNA BRIGGS	Director	Director	$0	$0	$0
TIM CHESLEY	Director	Director	$0	$0	$0
DAVE DOTTERRER	Director	Director	$0	$0	$0
TROY FERGUSON	Director	Director	$0	$0	$0
KIM GALLOWAY	Director	Director	$0	$0	$0
ALAN HARPER	Director	Director	$0	$0	$0
BOB HILTON	Director	Director	$0	$0	$0
TY HISATOMI	Director	Director	$0	$0	$0
ERIC HODNETT	Director	Director	$0	$0	$0
BOB HUNTER	Secretary	Officer Director	$0	$0	$0
LAURA MCKEANE	Director	Director	$0	$0	$0
PAMELA NORTON	Director	Director	$0	$0	$0
CHUCK ROOT	Director	Director	$0	$0	$0
RICK WHITLEY	Director	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
2020	$236,729	$156,244	$94,377	$80,485

UNITED ROTARY CLUBS OF SOUTHERN OREGON