SILVERTON ROTARY FOUNDATION

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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

Legal Domicile

Principal Officer

KYLE PALMER

Phone

5039312783

Tax Period

2022-08-01 to 2023-07-31

SILVERTON ROTARY FOUNDATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $448K in total revenue in fiscal year 2022. Revenue surged 1017% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 25% operating margin.

Mission

THE SILVERTON ROTARY FOUNDATION WILL RAISE FUNDS AND ACCEPT CHARITABLE CONTRIBUTIONS TO PROVIDE FOR EDUCATION AND COMMUNITY EVENTS TO FILL HUMAN NEEDS PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTHS-BOTH LOCAL AND WORLDWIDE.

Program Service Accomplishments

Program 1

Expenses: $318,842

PROVIDE COORDINATION AND FINANCIAL SUPPORT FOR CONSTRUCTION OF A NEW ALL ABILITIES PARK IN SILVERTON

Program 2

Expenses: $6,503

PROVIDE COORDINATION AND LABOR FOR ANNUAL COMMUNITY CELEBRATION CALLED THE HOMER DAYS COMMUNITY FESTICAL TO PROMOTE UNDERSTANDING OF CULTURAL HISTORY AND GOODWILL AMONG RESIDENTS WHILE RAISING FUNDS...

Program 3

Expenses: $2,000

PROVIDE COLLEGE SCHOLARSHIPS TO SILVERTON HIGH GRADUATES

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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 (2022)

Revenue Breakdown

Contributions & Grants $429,105

Program Service Revenue $0

Investment Income $380

Other Revenue $18,828

TOTAL REVENUE $448,313

Expense Breakdown

Grants Paid $6,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $327,345

Other Expenses $331,289

TOTAL EXPENSES $337,789

Year-over-Year Comparison

	2022	2021	Change
Revenue	$448,313	$40,141	+10.2%
Expenses	$337,789	$38,586	+7.8%
Net Income	$110,524	$1,555	+70.1%

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

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
JASON GOTTGETREU	President	1.00	Officer	$0	$0	$0
KYLE PALMER	Treasurer	1.00	Officer	$0	$0	$0
TODD ENGSTROM	Secretary	1.00	Officer	$0	$0	$0
CINDY JONES	EXEC. SECRETARY	1.00	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
2023	$448,313	$337,789	$283,954	$110,524