FORT LAUDERDALE ROTARY 1090 FOUNDATION INC (EIN 237247846) - 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

1972

Legal Domicile

Principal Officer

MAC WILLIAM BRANAN JR

Phone

9544240731

Tax Period

2024-07-01 to 2025-06-30

FORT LAUDERDALE ROTARY 1090 FOUNDATION INC, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $112K in total revenue in fiscal year 2024. Expenses of $108K left a modest 3% surplus.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS, AID TO THE LOCAL COMMUNITY, AND SUPPORT CERTAIN INTERNATIONAL PROJECTS IN SUPPORT OF ROTARY INTERNATIONAL.

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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 $45,021

Program Service Revenue $0

Investment Income $47,087

Other Revenue $19,663

TOTAL REVENUE $111,771

Expense Breakdown

Grants Paid $30,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,032

Other Expenses $77,870

TOTAL EXPENSES $108,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,771	$104,718	+0.1%
Expenses	$108,370	$82,852	+0.3%
Net Income	$3,401	$21,866	-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

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
STEVE BOTKIN	DIRECTOR	2.00	Director	$0	$0	$0
RICK RICCARDI	DIRECTOR	2.00	Director	$0	$0	$0
DAN RIZZI	DIRECTOR	2.00	Director	$0	$0	$0
TERRY ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
MAC WILLIAM BRANAN JR	PRESIDENT	2.00	Officer	$0	$0	$0
JOHANNA LOBDELL	SECRETARY	2.00	Officer	$0	$0	$0
KAREN STEVENSON	TREASURER	2.00	Officer	$0	$0	$0
RAY WILLIAMS	VICE PRESIDE	2.00	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	$111,771	$108,370	$1,220,632	$3,401
2024	$104,718	$82,852	$1,161,990	$21,866
2023	$91,977	$69,938	$1,050,097	$22,039
2022	$105,738	$70,261	$1,010,583	$35,477
2021	$80,499	$90,562	$1,157,905	$-10,063

FORT LAUDERDALE ROTARY 1090 FOUNDATION INC