MCLEAN ROTARY CLUB FOUNDATION

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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

1974

Legal Domicile

Principal Officer

PAMELA DANNER

Phone

8667968279

Tax Period

2024-07-01 to 2025-06-30

MCLEAN ROTARY CLUB FOUNDATION, founded in 1974, is a micro nonprofit that reported $87K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 73% operating margin.

Mission

TO PROMOTE EDUCATIONAL OPPORTUNITY AND COMMUNITY SERVICE.

Program Service Accomplishments

Program 1

Expenses: $22,454

TO ENHANCE HUMAN WELL BEING THROUGH RELIEF EFFORTS AND PROGRAM SPONSORSHIP. TO ADVANCE EDUCATIONAL OPPORTUNITIES WITHIN THE 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 $56,580

Program Service Revenue $0

Investment Income $30,726

Other Revenue $0

TOTAL REVENUE $87,306

Expense Breakdown

Grants Paid $22,454

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,454

Other Expenses $768

TOTAL EXPENSES $23,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,306	$70,569	+0.2%
Expenses	$23,222	$62,582	-0.6%
Net Income	$64,084	$7,987	+7.0%

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
PAMELA DANNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL SAWTELL	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT FRANK	TREASURER	1.00	Officer Director	$0	$0	$0
RAY PETNIUNAS	DIRECTOR	1.00	Director	$0	$0	$0
HELENE BARD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT NATH	DIRECTOR	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	$87,306	$23,222	$1,188,951	$64,084
2024	$70,569	$62,582	$1,052,286	$7,987
2023	$84,695	$82,326	$961,633	$2,369
2022	$73,132	$46,581	$902,106	$26,551
2021	$180,069	$134,895	$1,065,646	$45,174
2020	$73,289	$25,756	$845,268	$47,533
2018	$54,357	$55,981	$715,544	$-1,624