ROTARY FOUNDATION OF KLAMATH COUNTY (EIN 930679416) - 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

1976

Legal Domicile

Principal Officer

MARTIN LEDGERWOOD

Phone

5418835986

Tax Period

2023-01-01 to 2023-12-31

ROTARY FOUNDATION OF KLAMATH COUNTY, founded in 1976, is a small nonprofit that reported $192K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $145K, a strong 76% operating margin.

Mission

TO PROMOTE THE GENERAL WELFARE OF CITIZENS OF KLAMATH COUNTY, OREGON

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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 (2023)

Revenue Breakdown

Contributions & Grants $101,195

Program Service Revenue $12,123

Investment Income $78,707

Other Revenue $0

TOTAL REVENUE $192,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,331

Other Expenses $46,553

TOTAL EXPENSES $46,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,025	$161,612	+0.2%
Expenses	$46,553	$43,797	+0.1%
Net Income	$145,472	$117,815	+0.2%

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

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
STEVE BOCCHI	BOARD MEMBER	0.25	Director	$0	$0	$0
JAMES WITT	BOARD MEMBER	0.25	Director	$0	$0	$0
JERRY FRESCHI	BOARD MEMBER	0.25	Director	$0	$0	$0
TOM SCHEISS	BOARD MEMBER	0.25	Director	$0	$0	$0
CHRIS MOUDRY	BOARD MEMBER	0.25	Director	$0	$0	$0
JENINE STUEDLI	TREASURER	1.00	Officer	$0	$0	$0
TRACEY LEHMAN	SECRETARY	0.50	Officer	$0	$0	$0
MARTY LEDGERWOOD	PRESIDENT	1.00	Officer	$0	$0	$0
DAVE GROFF	VICE PRESIDENT	0.50	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
2024	No data	No data	No data	No data
2023	$192,025	$46,553	$933,859	$145,472
2022	$161,612	$43,797	$788,387	$117,815
2021	$126,601	$48,055	$670,571	$78,546
2020	$80,034	$42,351	$592,025	$37,683
2019	$78,361	$51,990	$554,342	$26,371

ROTARY FOUNDATION OF KLAMATH COUNTY