MARYSVILLE ROTARY EDUCATION FOUNDA… - Form 990 Financial Data

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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

1995

Legal Domicile

Phone

3606598502

Tax Period

2024-07-01 to 2025-06-30

MARYSVILLE ROTARY EDUCATION FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $338K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 46% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS FOR HIGHER EDUCATION STUDIES.

Program Service Accomplishments

Program 1

Expenses: $168,061

THE FOUNDATION PROVIDES SCHOLARSHIPS TO INDIVIDUALS FOR HIGHER EDUCATIONAL COSTS ACCORDING TO AN ESTABLISHED SELECTION PROCESS.

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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 $206,688

Program Service Revenue $0

Investment Income $63,812

Other Revenue $67,149

TOTAL REVENUE $337,649

Expense Breakdown

Grants Paid $168,061

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,061

Other Expenses $13,572

TOTAL EXPENSES $181,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,649	$238,987	+0.4%
Expenses	$181,633	$190,937	0.0%
Net Income	$156,016	$48,050	+2.2%

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

N/A

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
LOREN VAN LOO	Director	3.00	Officer Director	$0	$0	$0
DENNIS BURMAN	Secretary	3.00	Officer Director	$0	$0	$0
BARBARA GAYL SPILMAN	President	3.00	Officer 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	$337,649	$181,633	$1,533,750	$156,016
2024	$238,987	$190,937	$1,377,734	$48,050
2023	$220,658	$180,939	$1,329,684	$39,719
2022	$-38,118	$164,187	$1,289,965	$-202,305
2021	$347,608	$139,190	$1,492,270	$208,418
2020	$150,081	$172,677	$1,283,852	$-22,596
2019	$177,736	$156,544	$1,306,448	$21,192

MARYSVILLE ROTARY EDUCATION FOUNDATION