SCOTTSDALE ROTARY CLUB FOUNDATION (EIN 866054024) - 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

1957

Legal Domicile

Principal Officer

DARIN SHEBESTA

Phone

4809456158

Tax Period

2024-07-01 to 2025-06-30

SCOTTSDALE ROTARY CLUB FOUNDATION, founded in 1957, is a small nonprofit that reported $155K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $66K, a strong 43% operating margin.

Mission

SERVING YOUTH AND OTHERS IN THE COMMUNITY WITH SCOLKARSHIPS AND OTHER OPPORTUNITIES FOR GROWTH AND EDUCATION.

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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 $76,352

Program Service Revenue $0

Investment Income $78,795

Other Revenue $0

TOTAL REVENUE $155,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,391

Other Expenses $88,802

TOTAL EXPENSES $88,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,147	$179,892	-0.1%
Expenses	$88,802	$87,945	+0.0%
Net Income	$66,345	$91,947	-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

100

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
GARY CHONTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY FRANZ	TREASURER	2.00	Officer Director	$0	$0	$0
TOM MAYER	SECRETARY	1.00	Officer Director	$0	$0	$0
DARIN SHEBESTA	PRESIDENT	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	$155,147	$88,802	$867,963	$66,345
2024	$179,892	$87,945	$814,218	$91,947
2023	$164,121	$131,458	$793,219	$32,663
2022	$36,804	$125,707	$748,831	$-88,903
2021	$225,972	$78,971	$796,257	$147,001
2020	$150,612	$183,877	$656,035	$-33,265
2019	$116,364	$78,087	$682,300	$38,277
2018	$124,540	$95,098	$688,891	$29,442

SCOTTSDALE ROTARY CLUB FOUNDATION