BEND ROTARY CLUB 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

1998

Legal Domicile

Principal Officer

PATRICK O'KEEFE

Phone

5418153311

Tax Period

2023-07-01 to 2024-06-30

BEND ROTARY CLUB FOUNDATION INC, founded in 1998, is a small nonprofit in the Education sector that reported $129K in total revenue in fiscal year 2023. Net assets of $717K represent 67 months of operating reserves.

Mission

THE FOUNDATION WAS ESTABLISHED TO SUPPORT CHARITABLE PURPOSES IN THE CENTRAL OREGON REGION.

Program Service Accomplishments

Program 1

Expenses: $100,086

TO SUPPORT VARIOUS COMMUNITY PROJECTS.

Program 2

Expenses: $19,400

TO PROVIDE COLLEGE SCHOLARSHIPS.

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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 $2,883

Program Service Revenue $0

Investment Income $8,439

Other Revenue $117,718

TOTAL REVENUE $129,040

Expense Breakdown

Grants Paid $119,486

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,486

Other Expenses $11,523

TOTAL EXPENSES $131,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,040	$122,161	+0.1%
Expenses	$131,009	$123,877	+0.1%
Net Income	$-1,969	$-1,716	+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
PATRICK O'KEEFE	PRESIDENT	2.00	Director	$0	$0	$0
GUY HAMBY	SECRETARY	2.00	Director	$0	$0	$0
KATHRYN ECKMAN	TREASURER	2.00	Director	$0	$0	$0
MIKE DILLARD	DIRECTOR	2.00	Director	$0	$0	$0
BILL HOPP	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HOPP	DIRECTOR	2.00	Director	$0	$0	$0
STEVE FERBER	PRESIDENT EL	2.00	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	$129,040	$131,009	$717,021	$-1,969
2023	$122,161	$123,877	$663,756	$-1,716
2022	$83,478	$126,498	$630,270	$-43,020
2021	$143,679	$111,979	$714,785	$31,700
2020	$131,254	$121,384	$563,296	$9,870
2019	$123,520	$119,276	$559,409	$4,244
2018	$129,794	$134,449	$532,845	$-4,655