COMMUNITY SERVICE FUND ROTARY CLUB OF COLORADO SPRINGS (EIN 846394934) - 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

1971

Principal Officer

BILL NELSON

Phone

9706905485

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY SERVICE FUND ROTARY CLUB OF COLORADO SPRINGS, founded in 1971, is a small nonprofit that reported $121K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 50% operating margin.

Mission

SPONSORSHIP FOR LOCAL NOT-FOR-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 (2024)

Revenue Breakdown

Contributions & Grants $28,069

Program Service Revenue $0

Investment Income $10,578

Other Revenue $82,365

TOTAL REVENUE $121,012

Expense Breakdown

Grants Paid $43,889

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,111

Other Expenses $16,700

TOTAL EXPENSES $60,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,012	$110,529	+0.1%
Expenses	$60,589	$117,596	-0.5%
Net Income	$60,423	$-7,067	-9.6%

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

110

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
CODY BURKETT	TRUSTEE	5.00	Director	$0	$0	$0
TINA DEWEY	TRUSTEE	5.00	Director	$0	$0	$0
DAN HILLMAN	TRUSTEE	5.00	Director	$0	$0	$0
MIKE MCGRATH	TREASURER	5.00	Officer Director	$0	$0	$0
BILL NELSON	CHAIRMAN	5.00	Officer Director	$0	$0	$0
KENT PALMER	TRUSTEE	5.00	Director	$0	$0	$0
LYNN PEARSON	TRUSTEE	5.00	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	No data	No data	No data	No data
2024	$121,012	$60,589	$471,481	$60,423
2024	$121,012	$60,589	$471,481	$60,423
2023	$110,529	$117,596	$411,058	$-7,067
2022	$131,636	$144,566	$418,125	$-12,930
2021	$195,786	$110,770	$431,055	$85,016
2020	$148,518	$146,885	$346,039	$1,633
2019	$277,828	$170,461	$344,406	$107,367

COMMUNITY SERVICE FUND ROTARY CLUB OF COLORADO SPRINGS