UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION C/O ANDREW LIVINGSTON (EIN 311289089) - 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

1972

Legal Domicile

Principal Officer

ANDREW LIVINGSTON

Phone

6144593182

Tax Period

2024-07-01 to 2025-06-30

UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION C/O ANDREW LIVINGSTON, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $119K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $137K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO ENCOURAGE AND FOSTER THE SERVICE IDEAL OF SERVICE ABOVE SELF. THE FOUNDATION SUPPORTS THE FIVE AVENUES OF SERVICE, CLUB SERVICE, COMMUNITY SERVICE, INTERNATIONAL SERVICE, VOCATIONAL SERVICE AND NEW GENERATIONS.

🔒

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 $112,278

Program Service Revenue $0

Investment Income $6,327

Other Revenue $0

TOTAL REVENUE $118,605

Expense Breakdown

Grants Paid $133,892

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,892

Other Expenses $3,552

TOTAL EXPENSES $137,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,605	$133,872	-0.1%
Expenses	$137,444	$190,075	-0.3%
Net Income	$-18,839	$-56,203	-0.7%

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

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
RICHARD SIMPSON	PRESIDENT /S	1.00	Officer Director	$0	$0	$0
ANDREW LIVINGSTON	V PRES / TRE	1.00	Officer Director	$0	$0	$0
BILL CLOYD	TRUSTEE	1.00	Director	$0	$0	$0
STEVE LICHTBLAU	TRUSTEE	1.00	Director	$0	$0	$0
STEVE RISH	TRUSTEE	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	$118,605	$137,444	$288,941	$-18,839
2024	No data	No data	No data	No data
2023	$194,357	$175,371	$343,133	$18,986
2022	$121,506	$138,728	$311,519	$-17,222
2021	$200,533	$164,165	$341,822	$36,368
2020	$115,151	$179,715	$263,159	$-64,564
2019	$157,555	$166,419	$329,956	$-8,864
2018	$147,165	$164,164	$336,025	$-16,999
2018	$114,918	$164,164	$303,778	$-49,246

UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION C/O ANDREW LIVINGSTON