THE ROTARY CLUB OF APOPKA FOUNDATION INC (EIN 270809484) - 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

2009

Legal Domicile

Principal Officer

JEANNE MILLER

Phone

4077822062

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY CLUB OF APOPKA FOUNDATION INC, founded in 2009, is a small nonprofit in the Youth Development sector that reported $129K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $84K, a strong 65% operating margin.

Mission

TO RAISE FUNDS FOR THE PURPOSE OF BOTH SUPPORTING ORGANIZATIONS, GROUPS AND EVENTS, AS WELL AS AWARDING SCHOLARSHIPS TO COLLEGE-BOUND STUDENTS, ALL WITHIN THE APOPKA 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 $3,260

Program Service Revenue $0

Investment Income $23,064

Other Revenue $103,038

TOTAL REVENUE $129,362

Expense Breakdown

Grants Paid $29,480

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,480

Other Expenses $16,209

TOTAL EXPENSES $45,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,362	$187,477	-0.3%
Expenses	$45,689	$90,874	-0.5%
Net Income	$83,673	$96,603	-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

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
ROBERT MANLEY	DIRECTOR	1.50	Director	$0	$0	$0
WILLIAM SPIEGEL	DIRECTOR	2.50	Director	$0	$0	$0
CHRISTOPHER DECLUE	DIRECTOR	1.50	Director	$0	$0	$0
WILLIAM ARROWSMITH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE MILLER	TREASURER	2.00	Officer	$0	$0	$0
MARY KRUGER	SECRETARY	2.00	Officer	$0	$0	$0
DONALD WILLIAMS	CHAIRMAN	2.50	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	$129,362	$45,689	$689,391	$83,673
2024	No data	No data	No data	No data
2023	$104,464	$35,522	$572,091	$68,942

THE ROTARY CLUB OF APOPKA FOUNDATION INC