LAFAYETTE ROTARY CLUB FOUNDATION INC (EIN 237330575) - 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

1981

Legal Domicile

Principal Officer

RHONDA OVERMAN

Tax Period

2024-07-01 to 2025-06-30

LAFAYETTE ROTARY CLUB FOUNDATION INC, founded in 1981, is a small nonprofit that reported $164K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 35% operating margin.

Mission

TO RAISE MONEY TO SUPPORT 501(C)3 ORGANIZATIONS AND FUND PROGRAMS NEEDED BY THE LOCAL 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 $40,574

Program Service Revenue $0

Investment Income $110,716

Other Revenue $12,978

TOTAL REVENUE $164,268

Expense Breakdown

Grants Paid $64,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,464

Other Expenses $43,086

TOTAL EXPENSES $107,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,268	$163,238	+0.0%
Expenses	$107,286	$102,636	+0.0%
Net Income	$56,982	$60,602	-0.1%

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
RENEE FIGUEROA	EXECUTIVE SE	6.00	Director	$0	$0	$0
FLOYD GARROTT	DIRECTOR	1.00	Director	$0	$0	$0
PRIS GERDE	DIRECTOR	1.00	Director	$0	$0	$0
MARTI GUTWEIN	VICE PRESIDE	1.00	Director	$0	$0	$0
RHONDA OVERMAN	PRESIDENT	3.00	Director	$0	$0	$0
ELAINE TODD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ZIEMER	TREASURER	3.00	Director	$0	$0	$0
JANE TURNER	ASST TREASUR	3.00	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	$164,268	$107,286	$1,121,072	$56,982
2024	No data	No data	No data	No data
2022	$9,928	$92,114	$925,404	$-82,186
2021	$343,609	$109,153	$1,007,590	$234,456
2020	$80,609	$76,074	$773,134	$4,535
2019	$79,595	$69,467	$815,062	$10,128
2018	$73,067	$71,979	$820,554	$1,088

LAFAYETTE ROTARY CLUB FOUNDATION INC