ROTARY FOUNDATION OF INCLINE VILLAGE (EIN 880395694) - 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

1998

Legal Domicile

Principal Officer

Jonathan Smith

Phone

7758463584

Tax Period

2020-01-01 to 2020-12-31

ROTARY FOUNDATION OF INCLINE VILLAGE, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $392K in total revenue in fiscal year 2020. Expenses of $357K left a modest 9% surplus.

Mission

all 501(c)3 purposes

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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 (2020)

Revenue Breakdown

Contributions & Grants $390,645

Program Service Revenue $0

Investment Income $1,729

Other Revenue $0

TOTAL REVENUE $392,374

Expense Breakdown

Grants Paid $355,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $355,600

Other Expenses $1,156

TOTAL EXPENSES $356,756

Year-over-Year Comparison

	2020	2019	Change
Revenue	$392,374	N/A	N/A
Expenses	$356,756	N/A	N/A
Net Income	$35,618	$0	N/A

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	Role	Reportable Comp	Other Comp	Total
Mark Benka	Director	Director	$0	$0	$0
Conn Davis	Director	Director	$0	$0	$0
Gerald Hagy	Director	Director	$0	$0	$0
Jeff Poindexter	Director	Director	$0	$0	$0
Neal Riemer	Director	Director	$0	$0	$0
John Rogers	Director	Director	$0	$0	$0
Frank W Spees Jr	Director	Director	$0	$0	$0
Raymond Steinberg	Director	Director	$0	$0	$0
Ken Viel	Director	Director	$0	$0	$0
Rick Sweeney	President	Officer	$0	$0	$0
Jonathan Smith	Treasurer	Officer	$0	$0	$0
Judith A Spees	Secretary	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
2020	$392,374	$356,756	$93,721	$35,618

ROTARY FOUNDATION OF INCLINE VILLAGE