Conifer Rotary Foundation

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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

2000

Legal Domicile

Principal Officer

Wesley Paxton

Phone

3036715556

Tax Period

2023-07-01 to 2024-06-30

Conifer Rotary Foundation, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $39K left a modest 9% surplus.

Mission

Volunteers who focus on community service and fundraising to benefit local needs

Program Service Accomplishments

Program 1

Expenses: $8,034 Revenue: $0

Backpack food program for school children to take home food for the weekend. Most children participate in free or reduced lunches during the week at school.

Program 2

Expenses: $30,750 Revenue: $0

Grants to local charities and scholarships to local high school seniors paid directly to education 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 $23,322

Program Service Revenue $0

Investment Income $9,050

Other Revenue $11,203

TOTAL REVENUE $43,575

Expense Breakdown

Grants Paid $30,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,784

Other Expenses $8,687

TOTAL EXPENSES $39,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,575	$67,000	-0.3%
Expenses	$39,437	$29,177	+0.4%
Net Income	$4,138	$37,823	-0.9%

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
Wes Paxton	President	3.00	Officer	$0	$0	$0
Sara Gardner	Treasurer	2.00	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	No data	No data	No data	No data
2024	$43,575	$39,437	$127,916	$4,138
2023	$67,000	$29,177	$141,291	$37,823
2022	$36,626	$36,929	$101,811	$-303
2021	$20,715	$25,329	$93,768	$-4,614
2020	$18,943	$28,405	$100,396	$-9,462
2019	$32,138	$35,058	$115,294	$-2,920
2018	$38,610	$32,183	$116,228	$6,427