GRAND JUNCTION ROTARY CLUB FOUNDATION (EIN 841038480) - 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

Principal Officer

NIKI HUNN-BEIGHTEL

Phone

9702085783

Tax Period

2023-07-01 to 2024-06-30

GRAND JUNCTION ROTARY CLUB FOUNDATION is a small nonprofit that reported $117K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $143K exceeded revenue, resulting in a 23% operating deficit.

Mission

PROVIDE SUPPORT TO LOCAL NON PROFIT ORGANIZATIONS

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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 $111,000

Program Service Revenue $0

Investment Income $5,567

Other Revenue $0

TOTAL REVENUE $116,567

Expense Breakdown

Grants Paid $141,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,955

Other Expenses $2,230

TOTAL EXPENSES $143,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,567	$99,696	+0.2%
Expenses	$143,230	$66,652	+1.1%
Net Income	$-26,663	$33,044	-1.8%

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
MIRIAM BLOZVICH	DIRECTOR	0.50	Director	$0	$0	$0
PAUL DIMARCHI	DIRECTOR	0.50	Director	$0	$0	$0
AKIRA FUKAI	DIRECTOR	0.50	Director	$0	$0	$0
NIKI HUNN-BEIGHTEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENETTE PRICE	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN D SCHULTZ	DIRECTOR	0.50	Officer Director	$0	$0	$0
WAYNE SALLADE	DIRECTOR	0.50	Director	$0	$0	$0
AARON TICE	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON WOODWARD	TREASURER	1.00	Officer 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	No data	No data	No data	No data
2024	$116,567	$143,230	$439,749	$-26,663
2023	$99,696	$66,652	$440,570	$33,044
2022	$100,768	$72,986	$411,083	$27,782

GRAND JUNCTION ROTARY CLUB FOUNDATION