CANBY ROTARY FOUNDATION INC (EIN 931037644) - 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

1990

Legal Domicile

Phone

5033076654

Tax Period

2023-07-01 to 2024-06-30

CANBY ROTARY FOUNDATION INC, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $124K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $44K, a strong 36% operating margin.

Mission

STUDENT AND COMMUNITY SUPPORT

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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 $26,402

Program Service Revenue $0

Investment Income $23,713

Other Revenue $73,742

TOTAL REVENUE $123,857

Expense Breakdown

Grants Paid $76,015

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,628

Other Expenses $3,613

TOTAL EXPENSES $79,628

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,857	$146,412	-0.2%
Expenses	$79,628	$96,341	-0.2%
Net Income	$44,229	$50,071	-0.1%

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
CHARLIE STINSON	President	1.00	Officer Director	$0	$0	$0
KATHY ROBINSON	Treasurer	1.00	Officer Director	$0	$0	$0
JIM HUNSAKER	AT-LARGE	1.00	Director	$0	$0	$0
BEN MILLAR	AT-LARGE	1.00	Director	$0	$0	$0
CHAR CHASE	POSITION B	1.00	Director	$0	$0	$0
MIKE MCNULTY	Secretary	1.00	Officer Director	$0	$0	$0
TONY HELBING	POSITION C	1.00	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	No data	No data	No data	No data
2024	$123,857	$79,628	$688,637	$44,229
2023	$146,412	$96,341	$599,078	$50,071
2022	$21,618	$84,175	$548,691	$-62,557
2021	$38,509	$43,388	$640,445	$-4,879
2020	$84,544	$84,135	$581,980	$409
2019	$114,425	$53,407	$581,571	$61,018

CANBY ROTARY FOUNDATION INC