ROTARY FOUNDATION OF EVANSVILLE

EIN: 351820749 501(c)(3) Philanthropy & Grantmaking

EVANSVILLE, IN

Total Revenue
$199,887
Total Expenses
$108,497
Total Assets
$2,177,737
Net Assets
$2,165,925
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
IN
Principal Officer
JEFFREY BERGER
Phone
8124805583
Tax Period
2024-07-01 to 2025-06-30

ROTARY FOUNDATION OF EVANSVILLE, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $200K in total revenue in fiscal year 2024. The organization ran a surplus of $91K, a strong 46% operating margin.

Mission

TO PROMOTE AND SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES AND COMMUNITY SERVICE PROJECTS IN THE METROPOLITAN EVANSVILLE, INDIANA AREA AND AROUND THE WORLD.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $66,023
Program Service Revenue $0
Investment Income $127,828
Other Revenue $6,036
TOTAL REVENUE $199,887

Expense Breakdown

Grants Paid $92,262
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $93,647
Other Expenses $16,235
TOTAL EXPENSES $108,497

Year-over-Year Comparison

2024 2023 Change
Revenue $199,887 $206,901 0.0%
Expenses $108,497 $134,372 -0.2%
Net Income $91,390 $72,529 +0.3%
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

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Governance

Voting Members
25
Independent Members
25
Employees
N/A
Volunteers
100

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
6
$0
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARI AKIN BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREW ALEXANDER BOARD MEMBER 1.00
Director
$0 $0 $0
MARCIA FORSTON BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE KECK BOARD MEMBER 1.00
Director
$0 $0 $0
JIM SPATH BOARD MEMBER 1.00
Director
$0 $0 $0
CATHY RENNER BOARD MEMBER 1.00
Director
$0 $0 $0
GRACE STEVENS BOARD MEMBER 1.00
Director
$0 $0 $0
JORDAN WHITLEDGE BOARD MEMBER 1.00
Director
$0 $0 $0
TIM BLACK BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN BURKETT BOARD MEMBER 1.00
Director
$0 $0 $0
ARVENDA MCDONALD BOARD MEMBER 1.00
Director
$0 $0 $0
MISTI ALVAREZ COHEN BOARD MEMBER 1.00
Director
$0 $0 $0
KIM SPENCE BOARD MEMBER 1.00
Director
$0 $0 $0
ALEXIS BERGGREN BOARD MEMBER 1.00
Director
$0 $0 $0
ABRAHAM BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL DUCKWORTH BOARD MEMBER 1.00
Director
$0 $0 $0
JACK FABER BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN RIGG BOARD MEMBER 1.00
Director
$0 $0 $0
CAREN WHITEHOUSE BOARD MEMBER 1.00
Director
$0 $0 $0
PHILIP R HOOPER PAST PRESIDENT 2.00
Officer
$0 $0 $0
ASHLEY VEZZOSO-SCHAEFER PRESIENT ELECT 2.00
Officer
$0 $0 $0
PETE HILLENBRAND PRESIDENT 2.00
Officer
$0 $0 $0
KATE REIBEL SECRETARY 2.00
Officer
$0 $0 $0
TAYLOR GOGEL VICE PRESIDENT 2.00
Officer
$0 $0 $0
JEFFREY BERGER TREASURER 2.00
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 $199,887 $108,497 $2,177,737 $91,390
2024 $206,901 $134,372 $1,959,723 $72,529
2023 $144,750 $92,193 $1,824,907 $52,557
2022 $148,435 $51,980 $1,657,985 $96,455
2021 $231,199 $71,882 $1,880,779 $159,317
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