Grants Pass Rotary Club Foundation (EIN 943255535) - 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

1996

Legal Domicile

Principal Officer

Ann Rusk

Phone

5414792962

Tax Period

2021-07-01 to 2022-06-30

Grants Pass Rotary Club Foundation, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $155K in total revenue in fiscal year 2021. Expenses of $175K exceeded revenue, resulting in a 13% operating deficit.

Mission

Organized to promote the four way Rotary ideal through support for youth activities in Josephine County, Oregon and for the benefit of the residents of Josephine County, Oregon, in addtion to supporting Rotary ideals througout the world.

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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 $154,945

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $154,945

Expense Breakdown

Grants Paid $125,534

Salaries & Benefits $0

Fundraising Expenses $835

Program Expenses $173,545

Other Expenses $49,007

TOTAL EXPENSES $174,541

Year-over-Year Comparison

	2021	2020	Change
Revenue	$154,945	N/A	N/A
Expenses	$174,541	N/A	N/A
Net Income	$-19,596	$0	N/A

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

100

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
Ann Rusk	President	2.00	Officer Director	$0	$0	$0
Diane Hoover	President-Elect	1.00	Officer Director	$0	$0	$0
Tina Gotchall	President-Nominee	0.50	Officer Director	$0	$0	$0
Josh Welch	Past President	0.50	Officer Director	$0	$0	$0
Ron Eichorn	Secretary	3.00	Officer Director	$0	$0	$0
Wendi Sellers	Treasurer	2.00	Officer Director	$0	$0	$0
Cynthia Harelson	Vice-President	0.50	Officer Director	$0	$0	$0
Rob Brandes	Director	0.50	Director	$0	$0	$0
Kate Lasky	Director	0.50	Director	$0	$0	$0
Ann Bauer	Director	0.50	Director	$0	$0	$0
Lawton Lesuer	Director	0.50	Director	$0	$0	$0
Quinn Collins	Director	0.50	Director	$0	$0	$0
Greg Roe	Director	0.50	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
2022	$154,945	$174,541	$90,492	$-19,596
2020	$128,256	$159,968	$122,272	$-31,712

Grants Pass Rotary Club Foundation