CLACKAMAS ROTARY FOUNDATION INC (EIN 943032557) - 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

1987

Legal Domicile

Principal Officer

CONRAD JOHNSON

Phone

9712278573

Tax Period

2024-07-01 to 2025-06-30

CLACKAMAS ROTARY FOUNDATION INC, founded in 1987, is a small nonprofit that reported $122K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 34% operating margin.

Mission

VARIOUS EXPENSES GENERATED FROM SUPPORTING OUR LOCAL AND INTERNATIONAL COMMUNITIES - GRANTS INCLUDE THOSE TO GAMBIA

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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 $63,205

Program Service Revenue $16,238

Investment Income $42,481

Other Revenue $0

TOTAL REVENUE $121,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,525

Other Expenses $80,525

TOTAL EXPENSES $80,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,924	$86,522	+0.4%
Expenses	$80,525	$87,889	-0.1%
Net Income	$41,399	$-1,367	-31.3%

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

N/A

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
THOMAS JOSEPH	DIRECTOR	10.00	Director	$0	$0	$0
RALPH CARTER	DIRECTOR	2.00	Director	$0	$0	$0
MARK STEHN	DIRECTOR	2.00	Director	$0	$0	$0
KEN MC CLINTOCK	DIRECTOR	2.00	Director	$0	$0	$0
RICK ROGOWAY	DIRECTOR	2.00	Director	$0	$0	$0
TOM BOLT	DIRECTOR	2.00	Director	$0	$0	$0
TOM MITCHELL	DIRECTOR	2.00	Director	$0	$0	$0
MARSHA PRICE	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA GEORGE	DIRECTOR	2.00	Director	$0	$0	$0
CONRAD JOHNSON	VICE CHAIRMAN	10.00	Officer	$0	$0	$0
TOM MITCHELL	TREASURER	10.00	Officer	$0	$0	$0
MARY HOSKINS	SECRETARY	2.00	Officer	$0	$0	$0
NEAL BUTLER	PRESIDENT	10.00	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
2025	$121,924	$80,525	$628,653	$41,399
2024	$86,522	$87,889	$576,517	$-1,367
2023	$98,837	$79,342	$580,262	$19,495
2022	$168,105	$52,718	$563,998	$115,387

CLACKAMAS ROTARY FOUNDATION INC