THE FOUNDATION AT ROLLING HILLS (EIN 841555827) - 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

1999

Legal Domicile

Principal Officer

SEAN PLUMB

Phone

3033272368

Tax Period

2023-01-01 to 2023-12-31

THE FOUNDATION AT ROLLING HILLS, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $64K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $58K left a modest 9% surplus.

Mission

THE FOUNDATION AT ROLLINGS HILLS WAS ESTABLISHED TO PROVIDE A VEHICLE WHERE THE CLUB AT ROLLING HILLS WAS ESTABLISHED, THROUGH ITS MEMBERS, COULD SUPPORT LOCAL CHARITIES. THE FOUNDATION DONATES THE PROCEEDS RECEIVED THROUGH FUNDRAISING EVENTS TO 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 (2023)

Revenue Breakdown

Contributions & Grants $24,836

Program Service Revenue $0

Investment Income $0

Other Revenue $38,789

TOTAL REVENUE $63,625

Expense Breakdown

Grants Paid $43,499

Salaries & Benefits $0

Fundraising Expenses $7,661

Program Expenses $45,509

Other Expenses $14,550

TOTAL EXPENSES $58,049

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,625	$72,782	-0.1%
Expenses	$58,049	$71,537	-0.2%
Net Income	$5,576	$1,245	+3.5%

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
SCOTT ANDERSON	BOARD MEMBER	0.00	Director	$0	$0	$0
GREG FEITH	BOARD MEMBER	0.00	Director	$0	$0	$0
KYLE JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
SEAN PLUMB	PRESIDENT	1.00	Officer Director	$0	$0	$0
CELESTE SPIERS	TREASURER	1.00	Officer Director	$0	$0	$0
CAITLIN STULTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
TESSA VICKERS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY WEILAND	BOARD MEMBER	0.00	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
2024	No data	No data	No data	No data
2023	$63,625	$58,049	$19,749	$5,576
2022	$72,782	$71,537	$24,268	$1,245
2021	$58,235	$65,492	$38,056	$-7,257
2020	$49,792	$55,954	$45,255	$-6,162
2019	$143,066	$142,647	$26,372	$419
2018	$203,323	$212,340	$53,453	$-9,017

THE FOUNDATION AT ROLLING HILLS