ALBINA ROTARY CLUB FOUNDATION (EIN 930883836) - 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

MARK COOKSEY

Phone

5037818883

Tax Period

2021-07-01 to 2022-06-30

ALBINA ROTARY CLUB FOUNDATION, founded in 1998, is a small nonprofit that reported $302K in total revenue in fiscal year 2021. Revenue surged 248% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 74% operating margin.

Mission

PROVIDES SCHOLARSHIPS FOR STUDENTS IN THE INNER NORTH-NORTH EAST PORTLAND AND GENERAL SUPPORT TO OTHER NOT FOR PROFIT ORGANIZATIONS IN THE INNER NORTH-NORTH EAST PORTLAND THAT PRIMARILY SUPPORT CHILDREN

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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 (2021)

Revenue Breakdown

Contributions & Grants $244,551

Program Service Revenue $0

Investment Income $57,102

Other Revenue $0

TOTAL REVENUE $301,653

Expense Breakdown

Grants Paid $54,907

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,321

Other Expenses $22,124

TOTAL EXPENSES $77,031

Year-over-Year Comparison

	2021	2020	Change
Revenue	$301,653	$86,654	+2.5%
Expenses	$77,031	$67,316	+0.1%
Net Income	$224,622	$19,338	+10.6%

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

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
BRYAN KELLER	PRESIDENT	002.00	Officer Director	$0	$0	$0
ROBERT ROSENKRANTZ	SECRETARY	001.00	Officer Director	$0	$0	$0
MARK COOKSEY	TREASURER	002.00	Officer Director	$0	$0	$0
DON JONES	DIRECTOR	001.00	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
2022	$301,653	$77,031	$1,304,308	$224,622
2021	$86,654	$67,316	$1,218,899	$19,338
2020	$63,290	$60,200	$1,002,070	$3,090
2019	$111,915	$64,899	$1,042,595	$47,016

ALBINA ROTARY CLUB FOUNDATION