PUEBLO ROTARY #43 FOUNDATION INC (EIN 840612062) - 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

1971

Legal Domicile

Principal Officer

JANICE MEHLE

Phone

7195421287

Tax Period

2024-07-01 to 2025-06-30

PUEBLO ROTARY #43 FOUNDATION INC, founded in 1971, is a small nonprofit in the Community Improvement sector that reported $119K in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 68% operating margin.

Mission

TO PROVIDE FUNDING FOR LOCAL NON-PROFIT GROUPS THROUGH GRANTS TO DESERVING ORGANIZATIONS; SCHOLARSHIPS TO AREA GRADUATES.

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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 $76,541

Program Service Revenue $0

Investment Income $42,693

Other Revenue $0

TOTAL REVENUE $119,234

Expense Breakdown

Grants Paid $38,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,000

Other Expenses $526

TOTAL EXPENSES $38,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,234	$60,885	+1.0%
Expenses	$38,526	$36,565	+0.1%
Net Income	$80,708	$24,320	+2.3%

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
JANICE MEHLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
LESLIE NAZARIO	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA MCPHEETERS	SECRETARY	1.00	Officer Director	$0	$0	$0
AARON BOZZI	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB TONSING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TROY DAVENPORT	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE SALARDINO	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE SHEPARD	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE SANOK	BOARD MEMBER	1.00	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	$119,234	$38,526	$904,068	$80,708
2024	$60,885	$36,565	$770,661	$24,320
2023	$190,178	$18,750	$709,942	$171,428
2022	$33,228	$25,537	$504,471	$7,691
2021	$37,566	$15,350	$604,568	$22,216
2020	$24,321	$38,698	$491,034	$-14,377
2019	$40,534	$26,584	$500,359	$13,950

PUEBLO ROTARY #43 FOUNDATION INC