Gladstone-Oak Lodge Rotary Foundat… - Form 990 Financial Data

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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

1980

Legal Domicile

Principal Officer

Bonnie Duncan

Phone

5036575191

Tax Period

2024-07-01 to 2025-06-30

Gladstone-Oak Lodge Rotary Foundation, founded in 1980, is a small nonprofit in the Education sector that reported $108K in total revenue in fiscal year 2024. Expenses of $98K left a modest 9% surplus.

Mission

The Organization collects funds to support the community and various activities.

Program Service Accomplishments

Program 1

Expenses: $98,428

The Organization supports many local groups and activities. It organizes and funds the local annual festival. It donates time and money to several local programs such as the Gladstone Food Bank, the Clothes Closet, Adopt a Family and various other programs. It purchased dictionaries for 3 graders and support numerous other local charities.

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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 $36,814

Program Service Revenue $71,555

Investment Income $1

Other Revenue $0

TOTAL REVENUE $108,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,428

Other Expenses $92,394

TOTAL EXPENSES $98,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,370	$103,679	+0.0%
Expenses	$98,428	$110,581	-0.1%
Net Income	$9,942	$-6,902	-2.4%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Robert Everett	Treasurer	Director	$0	$0	$0
Bonnie Duncan	Secretary	Director	$0	$0	$0
Brandon Psmythe	President Elect	Director	$0	$0	$0
David Sharon	Director at Lar	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	$108,370	$98,428	$39,736	$9,942
2024	$103,679	$110,581	$29,794	$-6,902

Gladstone-Oak Lodge Rotary Foundation