KEIZER ROTARY FOUNDATION INC

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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

1995

Legal Domicile

Principal Officer

KATHERINE R WILSON

Phone

5035406679

Tax Period

2024-10-01 to 2025-09-30

KEIZER ROTARY FOUNDATION INC, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $174K in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 82% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO AREA ORGANIZATIONS AND AWARD SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS

Program Service Accomplishments

Program 1

Expenses: $20,149

FINANCIAL ASSISTANCE TO AREA ORGANIZATIONS

Program 2

Expenses: $6,200

SCHOLARSHIPS AWARDED TO LOCAL HIGH SCHOOL STUDENTS

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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 $138,812

Program Service Revenue $0

Investment Income $1,885

Other Revenue $32,950

TOTAL REVENUE $173,647

Expense Breakdown

Grants Paid $26,349

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,349

Other Expenses $4,366

TOTAL EXPENSES $30,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,647	$70,684	+1.5%
Expenses	$30,715	$32,871	-0.1%
Net Income	$142,932	$37,813	+2.8%

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
MARK CAILLIER	CHAIR	5.00	Director	$0	$0	$0
ALANA LANG-NEADS	SECRETARY	1.00	Director	$0	$0	$0
KATHERINE WILSON	TREASURER	3.00	Director	$0	$0	$0
BOB ZELINSKI	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY MCLEOD	DIRECTOR	1.00	Director	$0	$0	$0
NANCY VARNER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY STRAWN	DIRECTOR	1.00	Director	$0	$0	$0
SHANEY STARR	DIRECTOR	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	$173,647	$30,715	$778,918	$142,932
2024	$70,684	$32,871	$547,295	$37,813