ALLENTOWN ROTARY CLUB FOUNDATION (EIN 237046405) - 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

1969

Legal Domicile

Principal Officer

CARL HENZELMAN

Phone

6104347811

Tax Period

2024-07-01 to 2025-06-30

ALLENTOWN ROTARY CLUB FOUNDATION, founded in 1969, is a micro nonprofit that reported $36K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $43K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO CONTRIBUTE TO THE BETTERMENT OF THE ALLENTOWN, PA COMMUNITY.

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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 $18,567

Program Service Revenue $0

Investment Income $16,958

Other Revenue $0

TOTAL REVENUE $35,525

Expense Breakdown

Grants Paid $42,975

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,975

Other Expenses $0

TOTAL EXPENSES $42,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,525	$20,923	+0.7%
Expenses	$42,975	$60,379	-0.3%
Net Income	$-7,450	$-39,456	-0.8%

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

N/A

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
CARL HENZELMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA BIGELOW	TREASURER	1.00	Officer Director	$0	$0	$0
IBOLYA BALOG	DIRECTOR	0.10	Director	$0	$0	$0
GRANT FOX	DIRECTOR	0.10	Director	$0	$0	$0
DONALD WIEAND	DIRECTOR	0.10	Director	$0	$0	$0
NAN YARRISH	DIRECTOR	0.10	Director	$0	$0	$0
JUDITH BARBERICH-BROGAN	SECRETARY	0.10	Director	$0	$0	$0
ROLF SCHLAKE	DIRECTOR	0.10	Director	$0	$0	$0
ROSARIA STOOPS	DIRECTOR	0.10	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	$35,525	$42,975	$1,122,954	$-7,450
2024	$60,923	$60,379	$1,004,848	$544
2023	$58,673	$44,935	$810,198	$13,738
2022	$92,095	$52,522	$830,638	$39,573
2021	$65,436	$45,509	$988,645	$19,927
2020	$42,307	$54,712	$793,752	$-12,405
2019	$27,960	$36,175	$785,471	$-8,215

ALLENTOWN ROTARY CLUB FOUNDATION