THE ROTARY CLUB OF LANCASTER FOUNDATION (EIN 233053966) - 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

Principal Officer

ERIC ELLIOT

Phone

7175871221

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY CLUB OF LANCASTER FOUNDATION is a micro nonprofit in the Community Improvement sector that reported $68K in total revenue in fiscal year 2024. The organization ran a surplus of $15K, a strong 22% operating margin.

Mission

ENHANCE QUALITY OF LIFE

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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 $2,820

Program Service Revenue $0

Investment Income $33,586

Other Revenue $31,978

TOTAL REVENUE $68,384

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,411

Other Expenses $18,170

TOTAL EXPENSES $53,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$68,384	$65,046	+0.1%
Expenses	$53,170	$133,187	-0.6%
Net Income	$15,214	$-68,141	-1.2%

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
JAMIE ALTON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ERIC ELLIOT	PRESIDENT	N/A	Officer Director	$0	$0	$0
AMY LEWIS	DIRECTOR	N/A	Director	$0	$0	$0
MIKE LUTZ	DIRECTOR	N/A	Director	$0	$0	$0
MALCOM MACDOUGALL	DIRECTOR	N/A	Director	$0	$0	$0
LARRY MILLER	TREASURER	N/A	Director	$0	$0	$0
SHANE MOSER	DIRECTOR	N/A	Director	$0	$0	$0
BETH TROUT	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
TOM WOBBER	SECRETARY	N/A	Officer 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	$68,384	$53,170	$946,347	$15,214
2024	$65,046	$133,187	$862,406	$-68,141
2023	$67,806	$101,626	$841,706	$-33,820
2022	$80,006	$58,098	$780,404	$21,908
2021	$123,367	$53,648	$890,140	$69,719
2020	$40,914	$44,741	$701,127	$-3,827
2019	$76,136	$71,945	$707,909	$4,191
2018	$97,106	$46,053	$691,219	$51,053

THE ROTARY CLUB OF LANCASTER FOUNDATION