LAKE ARROWHEAD ROTARY FOUNDATION (EIN 330628741) - 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

1994

Legal Domicile

Principal Officer

JAY RYNDA

Phone

3104986076

Tax Period

2024-07-01 to 2025-06-30

LAKE ARROWHEAD ROTARY FOUNDATION, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $77K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $1.2M represent 191 months of operating reserves.

Mission

THE ORGANIZATION RAISES MONEY IN THE COMMUNITY IN ORDER TO FUND LOCAL CHARITIES AND PROVIDE SCHOLARSHIPS TO THE YOUTH OF THE AREA.

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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 $56,176

Program Service Revenue $0

Investment Income $21,200

Other Revenue $0

TOTAL REVENUE $77,376

Expense Breakdown

Grants Paid $45,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,905

Other Expenses $34,452

TOTAL EXPENSES $80,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,376	$103,921	-0.3%
Expenses	$80,002	$92,876	-0.1%
Net Income	$-2,626	$11,045	-1.2%

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
JAY RYNDA	PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANE GLADWELL	SECRETARY	3.00	Officer Director	$0	$0	$0
JERI SIMPSON	TREASURER, PRESIDENT ELECT	8.00	Officer Director	$0	$0	$0
TERESA OSTLIE	IMMEDIATE PAST PRESIDENT	3.00	Director	$0	$0	$0
BOB GLADWELL	MEMBERSHIP CHAIR	3.00	Director	$0	$0	$0
BARRY HOY	DIRECTOR	3.00	Director	$0	$0	$0
CHARLIE HARRISON	DIRECTOR	3.00	Director	$0	$0	$0
ELIZABETH WHITNEY-OLIVAS	DIRECTOR	3.00	Director	$0	$0	$0
GENEAL KERR	DIRECTOR	3.00	Director	$0	$0	$0
JC ECKERT	DIRECTOR	3.00	Director	$0	$0	$0
RONDA RYNDA	DIRECTOR	3.00	Director	$0	$0	$0
RUDY HARO	DIRECTOR	3.00	Director	$0	$0	$0
TERRY EBERT	DIRECTOR	3.00	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	$77,376	$80,002	$1,271,224	$-2,626
2024	$103,921	$92,876	$1,167,205	$11,045
2023	$150,600	$153,469	$1,100,434	$-2,869
2022	$189,102	$94,263	$1,080,545	$94,839
2021	$66,553	$37,559	$1,186,708	$28,994
2020	$95,496	$129,941	$1,033,508	$-34,445
2019	$130,696	$84,787	$1,080,814	$45,909
2018	$266,778	$154,759	$1,054,265	$112,019

LAKE ARROWHEAD ROTARY FOUNDATION