Port Orford Rotary Scholarship Foundation Inc (EIN 931143126) - 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

1994

Legal Domicile

Principal Officer

Bren Hodge

Phone

5413320147

Tax Period

2024-07-01 to 2025-06-30

Port Orford Rotary Scholarship Foundation Inc, founded in 1994, is a micro nonprofit in the Education sector that reported $40K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $24K, a strong 60% operating margin.

Mission

To Provide Scholarships to Local Area High School 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 (2024)

Revenue Breakdown

Contributions & Grants $7,700

Program Service Revenue $0

Investment Income $32,473

Other Revenue $0

TOTAL REVENUE $40,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,000

Other Expenses $16,000

TOTAL EXPENSES $16,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,173	$35,340	+0.1%
Expenses	$16,000	$14,500	+0.1%
Net Income	$24,173	$20,840	+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

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
Chris Hawthorne	Trustee	1.00	Director	$0	$0	$0
Dick Wold	Vice Chair	1.00	Officer Director	$0	$0	$0
Bren Hodge	Chair	1.00	Officer Director	$0	$0	$0
Teresia Hewitt	Secretary	1.00	Officer Director	$0	$0	$0
Samantha Ross	Treasurer	2.00	Officer	$0	$0	$0
John Johnston	Treasurer	2.00		$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	$40,173	$16,000	$675,724	$24,173
2024	$35,340	$14,500	$651,551	$20,840
2023	$52,026	$15,450	$630,711	$36,576
2022	$44,607	$9,658	$594,135	$34,949
2021	$54,869	$18,900	$559,186	$35,969
2020	$25,766	$14,885	$523,217	$10,881
2019	$59,755	$17,200	$512,336	$42,555

Port Orford Rotary Scholarship Foundation Inc