SALT LAKE CITY ROTARY FOUNDATION (EIN 942476147) - 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

1977

Legal Domicile

Principal Officer

JUDY FANG

Tax Period

2024-07-01 to 2025-06-30

SALT LAKE CITY ROTARY FOUNDATION, founded in 1977, is a small nonprofit in the Community Improvement sector that reported $368K in total revenue in fiscal year 2024. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $349K left a modest 5% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO ADMINISTER FUNDS FOR SUCH CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES AS EMBRACED IN THE ACTIVITIES OF THE ROTARY CLUB OF SALT LAKE CITY.

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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 $161,381

Program Service Revenue $0

Investment Income $208,261

Other Revenue $-2,042

TOTAL REVENUE $367,600

Expense Breakdown

Grants Paid $192,539

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $292,208

Other Expenses $156,947

TOTAL EXPENSES $349,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$367,600	$3,691,746	-0.9%
Expenses	$349,486	$268,529	+0.3%
Net Income	$18,114	$3,423,217	-1.0%

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
JUDY FANG	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTIAN DEPUTY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KARMEEN KULKARNI	SECRETARY	1.00	Officer Director	$0	$0	$0
NICHOLAS MARSH	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
ROSIE CHADHA	TRUSTEE	1.00	Director	$0	$0	$0
FRANCI GILLMOR	TRUSTEE	1.00	Director	$0	$0	$0
NANCY BROWN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MERTENS	TRUSTEE	1.00	Director	$0	$0	$0
DON WEAKLEY	TRUSTEE	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	$367,600	$349,486	$7,791,527	$18,114
2024	No data	No data	No data	No data
2023	$1,387,456	$276,466	$3,814,083	$1,110,990
2022	$335,331	$277,046	$2,502,489	$58,285
2021	$559,418	$232,967	$2,876,834	$326,451
2020	$599,960	$88,705	$2,247,905	$511,255
2019	$263,473	$143,927	$1,941,893	$119,546
2018	$320,077	$119,266	$1,762,880	$200,811

SALT LAKE CITY ROTARY FOUNDATION