LAKEWOODROCKY RIVER ROTARY FOUNDATION (EIN 346528109) - 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

1952

Legal Domicile

Principal Officer

CHRIS ARNOLD

Phone

4403569355

Tax Period

2024-07-01 to 2025-06-30

LAKEWOODROCKY RIVER ROTARY FOUNDATION, founded in 1952, is a micro nonprofit that reported $36K in total revenue in fiscal year 2024. Revenue surged 302% from the prior year, signaling strong growth momentum. Expenses of $113K exceeded revenue, resulting in a 212% operating deficit.

Mission

PROVIDE SCHOLARSHIPS, GIFTS AND GRANTS FOR CHARITABLE, SCIENTIFIC,LITERARY, AND EDUCATIONAL PURPOSES.

🔒

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 $36,065

Program Service Revenue $0

Investment Income $137

Other Revenue $0

TOTAL REVENUE $36,202

Expense Breakdown

Grants Paid $110,225

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,776

Other Expenses $2,551

TOTAL EXPENSES $112,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,202	$9,005	+3.0%
Expenses	$112,776	$75,986	+0.5%
Net Income	$-76,574	$-66,981	+0.1%

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

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
MARK BACON	TRUSTEE	Director	$0	$0	$0
CURT BROSKY	TRUSTEE	Director	$0	$0	$0
MARJORIE CORRIGAN	TRUSTEE	Director	$0	$0	$0
MATT DAUGHERTY	TRUSTEE	Director	$0	$0	$0
VICKI FOSTER	TRUSTEE	Director	$0	$0	$0
CHUCK GUSTAFSON	TRUSTEE	Director	$0	$0	$0
JIM HARRIS	TRUSTEE	Director	$0	$0	$0
GEORGE HWANG	TRUSTEE	Director	$0	$0	$0
LARRY YUNASKA	TRUSTEE	Director	$0	$0	$0
CHRIS ARNOLD	PRESIDENT	Officer	$0	$0	$0
TOM ENGLISH	TREASURER	Officer	$0	$0	$0
JON FANCHER	SECRETARY	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	$36,202	$112,776	$1,840,579	$-76,574
2024	$9,005	$75,986	$1,657,892	$-66,981
2023	$13,241	$76,257	$1,543,922	$-63,016
2022	$18,404	$72,348	$1,474,772	$-53,944
2021	$3,310	$66,259	$1,710,260	$-62,949
2020	$10,884	$63,196	$1,376,907	$-52,312
2019	$12,872	$62,189	$1,380,134	$-49,317
2018	$7,621	$59,796	$1,348,589	$-52,175

LAKEWOODROCKY RIVER ROTARY FOUNDATION