FOUNDATION OF THE STAYTON AREA ROT… - Form 990 Financial Data

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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

1999

Legal Domicile

Phone

5038511249

Tax Period

2021-01-01 to 2021-12-31

FOUNDATION OF THE STAYTON AREA ROTARY CLUB, founded in 1999, is a small nonprofit in the Human Services sector that reported $416K in total revenue in fiscal year 2021. Revenue surged 130% from the prior year, signaling strong growth momentum. Expenses of $484K exceeded revenue, resulting in a 16% operating deficit.

Mission

CHARITABLE FOUNDATION TO PROVIDE GRANTS AND SCHOLARSHIPS TO RECIPIENTS IN THE STAYTON AREA

Program Service Accomplishments

Program 1

Expenses: $483,524

PROVIDED SCHOLARSHIPS TO AREA HIGH SCHOOL SENIORS, GRANTS TO LOCAL CHARITIES, AND BUSINESS RELIEF GRANTS TO LOCAL BUSINESSES STRUGGLING DUE TO COVID

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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 (2021)

Revenue Breakdown

Contributions & Grants $211,000

Program Service Revenue $0

Investment Income $12,554

Other Revenue $192,707

TOTAL REVENUE $416,261

Expense Breakdown

Grants Paid $483,524

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $483,524

Other Expenses $212

TOTAL EXPENSES $483,736

Year-over-Year Comparison

	2021	2020	Change
Revenue	$416,261	$181,111	+1.3%
Expenses	$483,736	$122,049	+3.0%
Net Income	$-67,475	$59,062	-2.1%

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
karen andall	Director	4.00	Director	$0	$0	$0
LORI JACOBSON	President	2.00	Officer	$0	$0	$0
MARK BAKER	Treasurer	2.00	Officer	$0	$0	$0
DEBBIE VOEPEL	Secretary	2.00	Officer	$0	$0	$0
MIKE GOTTERBA	PRESIDENT ELECT	2.00	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
2021	$416,261	$483,736	$50,851	$-67,475

FOUNDATION OF THE STAYTON AREA ROTARY CLUB