FORT COLLINS BREAKFAST ROTARY CHARITABLE FOUNDATION (EIN 841290694) - 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

1996

Legal Domicile

Phone

9729978270

Tax Period

2023-07-01 to 2024-06-30

FORT COLLINS BREAKFAST ROTARY CHARITABLE FOUNDATION, founded in 1996, is a small nonprofit in the Education sector that reported $343K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 22% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO HIGH SCHOOL GRADUATES OF LARIMAER COUNTY COLORADO; TO SUPPORT THE CHARITABLE PURPOSES OF THE ROTARY CLUB OF FORT COLLINS BREAKFAST; SUPPORT OTHER 501(C)(3) 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 $176,512

Program Service Revenue $0

Investment Income $32,528

Other Revenue $134,024

TOTAL REVENUE $343,064

Expense Breakdown

Grants Paid $266,756

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,756

Other Expenses $649

TOTAL EXPENSES $267,405

Year-over-Year Comparison

	2023	2022	Change
Revenue	$343,064	$206,741	+0.7%
Expenses	$267,405	$104,763	+1.6%
Net Income	$75,659	$101,978	-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

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
MICHELE MARQUITZ	President	10.00	Officer Director	$0	$0	$0
LEIGHANNE ALFORD	President Elect	1.00	Officer Director	$0	$0	$0
ANDREW L CHAFFIN	Treasurer	10.00	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	$343,064	$267,405	$506,746	$75,659
2023	$206,741	$104,763	$431,087	$101,978
2021	$166,355	$147,246	$314,484	$19,109
2020	$183,508	$167,968	$295,375	$15,540
2019	$72,286	$78,707	$279,835	$-6,421
2018	$103,015	$82,339	$307,286	$20,676

FORT COLLINS BREAKFAST ROTARY CHARITABLE FOUNDATION