Foundation of the Rotary Club of H… - 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

Legal Domicile

Principal Officer

Leah Perkins-Hagele

Phone

5036486601

Tax Period

2017-07-01 to 2018-06-30

Foundation of the Rotary Club of Hillsboro is a micro nonprofit that reported $67K in total revenue in fiscal year 2017. Revenue decreased 14% compared to the prior year. Expenses of $185K exceeded revenue, resulting in a 174% operating deficit.

Mission

The Foundation awards scholarships to graduating high school seniors and provides financial support to other Rotary organizations and public charities.

Program Service Accomplishments

Program 1

Expenses: $157,088

Provided financial support to other Rotary organizations and public charities.

Program 2

Expenses: $21,460

Provided scholarships to graduating high school seniors.

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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 (2017)

Revenue Breakdown

Contributions & Grants $56,387

Program Service Revenue $0

Investment Income $13,804

Other Revenue $-2,859

TOTAL REVENUE $67,332

Expense Breakdown

Grants Paid $178,548

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,548

Other Expenses $6,037

TOTAL EXPENSES $184,585

Year-over-Year Comparison

	2017	2016	Change
Revenue	$67,332	$77,982	-0.1%
Expenses	$184,585	$48,796	+2.8%
Net Income	$-117,253	$29,186	-5.0%

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
Carolina Malmedal	Imm Past Chair	1.00	Director	$0	$0	$0
Lisa Gordon	Club Pres Elect	1.00	Director	$0	$0	$0
Mike McMurray	Director	1.00	Director	$0	$0	$0
Donna Bosak	Director	1.00	Director	$0	$0	$0
Fred Johnson	Director	1.00	Director	$0	$0	$0
CeCe Clitheroe	Director	1.00	Director	$0	$0	$0
Gayle Nachtigal	Director	1.00	Director	$0	$0	$0
Don Suhrbier	Director	1.00	Director	$0	$0	$0
Jay Phillipe	Director	1.00	Director	$0	$0	$0
Leah Perkins-Hagele	Chair	1.00	Officer	$0	$0	$0
Lisa Gordon	Vice Chair	1.00	Officer	$0	$0	$0
Eldon MainsSusan Howell	Treasurer	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
2018	$67,332	$184,585	$191,484	$-117,253

Foundation of the Rotary Club of Hillsboro