Rotary Foundation of Woodland (EIN 912094659) - 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

2000

Legal Domicile

Principal Officer

Carol Rounds

Phone

3602259421

Tax Period

2024-07-01 to 2025-06-30

Rotary Foundation of Woodland, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $456K in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $381K, a strong 84% operating margin.

Mission

Local scholarships. Helping with local and international concerns.

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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 $442,244

Program Service Revenue $0

Investment Income $3,124

Other Revenue $11,113

TOTAL REVENUE $456,481

Expense Breakdown

Grants Paid $20,487

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,487

Other Expenses $54,701

TOTAL EXPENSES $75,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,481	$220,901	+1.1%
Expenses	$75,188	$97,520	-0.2%
Net Income	$381,293	$123,381	+2.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ross McKay	President	5.00	Officer Director	$0	$0	$0
Michelle Ellis	President Elect	2.00	Officer Director	$0	$0	$0
Carol Rounds	Treasurer	7.00	Officer Director	$0	$0	$0
Darlene Johnson	Director	2.00	Director	$0	$0	$0
Sandra Larson	Director	2.00	Director	$0	$0	$0
Steve Luckman	Director	2.00	Director	$0	$0	$0
Steve Maulin	Past President	2.00	Officer Director	$0	$0	$0
Lesa Beuscher	Secretary	5.00	Officer Director	$0	$0	$0
Kalli Zoltz	Vice President	5.00	Officer Director	$0	$0	$0
Asha Riley	Director	2.00	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	$456,481	$75,188	$3,686,451	$381,293
2024	$220,901	$97,520	$3,305,158	$123,381
2023	$956,000	$54,082	$3,186,227	$901,918
2022	$269,308	$38,781	$2,284,356	$230,527
2021	$209,158	$22,710	$2,054,029	$186,448
2020	$660,958	$34,011	$1,867,581	$626,947
2019	$519,969	$33,306	$1,240,634	$486,663
2018	$134,524	$34,788	$753,971	$99,736

Rotary Foundation of Woodland