ROTARY CLUB OF WHEAT RIDGE FOUNDATION dba WHEAT RIDGE ROTARY FOUNDATION (EIN 841185473) - 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

1990

Legal Domicile

Phone

3032787371

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF WHEAT RIDGE FOUNDATION dba WHEAT RIDGE ROTARY FOUNDATION, founded in 1990, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $37K, a strong 50% operating margin.

Mission

FUNDING EDUCATION, MEDICAL AND CHARITABLE PROJECT AS DIRECTED BY THE WHEAT RIDGE ROTARY CLUB.

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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 $18,490

Program Service Revenue $0

Investment Income $56,636

Other Revenue $0

TOTAL REVENUE $75,126

Expense Breakdown

Grants Paid $36,515

Salaries & Benefits $0

Fundraising Expenses $5

Program Expenses $36,515

Other Expenses $1,351

TOTAL EXPENSES $37,866

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,126	$92,849	-0.2%
Expenses	$37,866	$38,186	0.0%
Net Income	$37,260	$54,663	-0.3%

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

N/A

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
KIM BUCK	President & CEO	1.00	Officer Director	$0	$0	$0
WALT PETTIT	Vice President	1.00	Officer Director	$0	$0	$0
JOHN ALTLAND	Director	1.00	Director	$0	$0	$0
BOB TIMM	Secretary	1.00	Officer Director	$0	$0	$0
RICHARD MATTHEWS	Treasurer	4.00	Officer Director	$0	$0	$0
GREG GARNER	Director	1.00	Director	$0	$0	$0
DENNIS LOVAAS	Director	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	$75,126	$37,866	$582,695	$37,260
2024	$92,849	$38,186	$545,435	$54,663
2022	$-20,577	$46,957	$512,947	$-67,534
2021	$153,628	$40,576	$580,481	$113,052

ROTARY CLUB OF WHEAT RIDGE FOUNDATION dba WHEAT RIDGE ROTARY FOUNDATION