EUGENE ROTARY SCHOLARSHIP FOUNDATION (EIN 936027198) - 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

1964

Legal Domicile

Principal Officer

ELIZABETH NESS

Phone

5417301754

Tax Period

2024-07-01 to 2025-06-30

EUGENE ROTARY SCHOLARSHIP FOUNDATION, founded in 1964, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 87% operating margin.

Mission

TO PROVIDE ANNUAL SCHOLARSHIPS TO LOCAL GRADUATING HIGH SCHOOL STUDENTS TO ATTEND COLLEGE.

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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 $11,272

Program Service Revenue $0

Investment Income $37,814

Other Revenue $0

TOTAL REVENUE $49,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,238

TOTAL EXPENSES $6,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,086	$35,221	+0.4%
Expenses	$6,238	$36,332	-0.8%
Net Income	$42,848	$-1,111	-39.6%

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
ELIZABETH NESS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NISSA NEWTON	SECRETARY	0.20	Officer Director	$0	$0	$0
MARK MCGINLEY	TREASURER	0.50	Officer Director	$0	$0	$0
ROBERT HART	TRUSTEE	0.20	Director	$0	$0	$0
RONALD GIETTER	TRUSTEE	0.20	Director	$0	$0	$0
SCOTT FORREST	TRUSTEE	0.20	Director	$0	$0	$0
CHRIS STEPHENSON	TRUSTEE	0.20	Director	$0	$0	$0
SCOTT IMPECOVEN	TRUSTEE	0.20	Director	$0	$0	$0
JERRY HARRIS	TRUSTEE	0.20	Director	$0	$0	$0
PHIL BARNHART	TRUSTEE	0.20	Director	$0	$0	$0
CHRIS BINSTADT	TRUSTEE	0.20	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	$49,086	$6,238	$568,836	$42,848
2021	$34,496	$24,262	$535,094	$10,234
2020	$24,407	$40,059	$430,160	$-15,652
2019	$20,996	$17,776	$477,053	$3,220
2018	$38,997	$41,443	$454,224	$-2,446

EUGENE ROTARY SCHOLARSHIP FOUNDATION