GREATER BEND ROTARY CLUB 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

RON FEDERSPIEL

Phone

5416394119

Tax Period

2024-07-01 to 2025-06-30

GREATER BEND ROTARY CLUB FOUNDATION is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $37K left a modest 12% surplus.

Mission

CHARITABLE AND YOUTH PROJECTS

Program Service Accomplishments

Program 1

Expenses: $28,635

TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO CENTRAL OREGON COMMUNITY COLLEGE STUDENTS AND OSU CASCADES STUDENTS. TO SUPPORT OTHER CHARITABLE ORGANIZATIONS THROUGH DONATIONS APPROVED BY THE BOARD OF...

TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO CENTRAL OREGON COMMUNITY COLLEGE STUDENTS AND OSU CASCADES STUDENTS. TO SUPPORT OTHER CHARITABLE ORGANIZATIONS THROUGH DONATIONS APPROVED BY THE BOARD OF DIRECTORS.

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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 $33,370

Program Service Revenue $0

Investment Income $9,454

Other Revenue $0

TOTAL REVENUE $42,824

Expense Breakdown

Grants Paid $28,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,635

Other Expenses $8,848

TOTAL EXPENSES $37,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,824	$45,885	-0.1%
Expenses	$37,483	$35,327	+0.1%
Net Income	$5,341	$10,558	-0.5%

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
RON FEDERSPIEL	PRESIDENT	1.00	Officer	$0	$0	$0
CHRIS DEL PILAR	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
2025	$42,824	$37,483	$858,545	$5,341
2024	No data	No data	No data	No data
2023	$175,420	$31,776	$719,599	$143,644
2022	$44,172	$44,686	$540,768	$-514
2021	$45,637	$27,776	$577,886	$17,861