ROTARY CLUB OF PALATINE FOUNDATION (EIN 263154972) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

MICHAEL REISS

Phone

8478676061

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF PALATINE FOUNDATION, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $78K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT NATIONAL AND INTERNATIONAL HUMANITARIAN PROJECTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,792

Program Service Revenue $0

Investment Income $64

Other Revenue $74,994

TOTAL REVENUE $77,850

Expense Breakdown

Grants Paid $71,474

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,236

Other Expenses $6,762

TOTAL EXPENSES $78,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,850	$98,111	-0.2%
Expenses	$78,236	$92,835	-0.2%
Net Income	$-386	$5,276	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MELISSA GARDNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDY KLINGNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL REISS	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
HANK SOBOTKA	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
AL STOECKEL	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	$77,850	$78,236	$76,659	$-386
2024	$98,111	$92,835	$77,045	$5,276
2023	$91,874	$82,874	$71,969	$9,000
2022	$100,293	$84,094	$62,969	$16,199
2021	$4,945	$6,703	$46,770	$-1,758
2020	$29,830	$25,658	$48,528	$4,172
2019	$64,091	$67,746	$44,356	$-3,655
2018	$88,357	$84,053	$48,011	$4,304

ROTARY CLUB OF PALATINE FOUNDATION