ROTARY CLUB OF GREATER BEND

EIN: 930674705

BEND, OR

Total Revenue
$165,880
Total Expenses
$210,534
Total Assets
$101,667
Net Assets
$87,723
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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
1976
Legal Domicile
OR
Principal Officer
LAUREL FISHKIN
Phone
5415374312
Tax Period
2024-07-01 to 2025-06-30

ROTARY CLUB OF GREATER BEND, founded in 1976, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $211K exceeded revenue, resulting in a 27% operating deficit.

Mission

SERVICE CLUB THAT PROVIDES GRANTS, ALLOCATIONS, AND CONTRIBUTIONS TO VARIOUS CHARITABLE ENTITIES AND INDIVIDUALS IN THE COMMUNITY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,645
Program Service Revenue $0
Investment Income $352
Other Revenue $118,883
TOTAL REVENUE $165,880

Expense Breakdown

Grants Paid $135,316
Salaries & Benefits $0
Fundraising Expenses $949
Program Expenses $170,612
Other Expenses $75,218
TOTAL EXPENSES $210,534

Year-over-Year Comparison

2024 2023 Change
Revenue $165,880 $194,409 -0.1%
Expenses $210,534 $198,898 +0.1%
Net Income $-44,654 $-4,489 +8.9%
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

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Governance

Voting Members
15
Independent Members
15
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
4
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN SHAWVER SECRETARY N/A
Officer Director
$0 $0 $0
GREG FOWLER TREASURER N/A
Officer Director
$0 $0 $0
ALAN GLICKMAN BOARD MEMBER N/A
Director
$0 $0 $0
MICHAEL COTTAM BOARD MEMBER N/A
Director
$0 $0 $0
LAUREL FISHKIN PRESIDENT N/A
Officer Director
$0 $0 $0
REBECCA KAUFFMAN BOARD MEMBER N/A
Director
$0 $0 $0
JAMIE SINCLAIR BOARD MEMBER N/A
Director
$0 $0 $0
MICHELLE LOFTSGARD BOARD MEMBER N/A
Director
$0 $0 $0
SCOTT BREON BOARD MEMBER N/A
Director
$0 $0 $0
JON BAKER BOARD MEMBER N/A
Director
$0 $0 $0
MICHELLE SOLLEY BOARD MEMBER N/A
Director
$0 $0 $0
HELEN TOMPKINS BOARD MEMBER N/A
Director
$0 $0 $0
NEAL BORDENAVE PRESIDENT-EL N/A
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 $165,880 $210,534 $101,667 $-44,654
2024 No data No data No data No data
2023 $171,659 $149,707 $168,515 $21,952
2022 $149,448 $138,846 $145,198 $10,602
2021 $108,309 $89,555 $108,255 $18,754
2020 $167,957 $160,531 $89,019 $7,426
2019 $242,459 $244,510 $89,974 $-2,051
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