ROTARY CLUB OF FORT COLLINS CHARITIES INC (EIN 841027489) - 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

2014

Legal Domicile

Principal Officer

DAVID DUNNE

Phone

9706580816

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF FORT COLLINS CHARITIES INC, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $260K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $100K, a strong 39% operating margin.

Mission

SUPPORT OF LOCAL CHARITIES

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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 $237,591

Program Service Revenue $0

Investment Income $6,054

Other Revenue $16,145

TOTAL REVENUE $259,790

Expense Breakdown

Grants Paid $145,788

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,788

Other Expenses $13,576

TOTAL EXPENSES $159,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,790	$224,756	+0.2%
Expenses	$159,364	$161,519	0.0%
Net Income	$100,426	$63,237	+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

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
RANDY KURTZ	PAST PRESIDENT	10.00	Director	$0	$0	$0
TANNER MASSEY	EVENING CHAIR	15.00	Director	$0	$0	$0
SUSIE EWING	DIRECTOR	5.00	Director	$0	$0	$0
KERRIE LUGINBILL	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN BRAND	DIRECTOR	5.00	Director	$0	$0	$0
JEANNE FANGMAN	DIRECTOR	5.00	Director	$0	$0	$0
NATALIE SUNDERMEIER	DIRECTOR	5.00	Director	$0	$0	$0
RILEY SPIGHT	DIRECTOR	5.00	Director	$0	$0	$0
DAVID DUNNE	PRESIDENT	20.00	Officer	$0	$0	$0
JOHM TRONE	TREASURER	10.00	Officer	$0	$0	$0
SANDRA MUNGER	SECRETARY	10.00	Officer	$0	$0	$0
TROY TAFOYA	PRESIDENT- ELECT	10.00	Officer	$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	$259,790	$159,364	$682,526	$100,426
2024	$224,756	$161,519	$610,152	$63,237
2023	$162,408	$171,658	$532,155	$-9,250

ROTARY CLUB OF FORT COLLINS CHARITIES INC