ROTARY FOUNDATION OF INDIANAPOLIS … - 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

1947

Legal Domicile

Principal Officer

ERIN SMITH

Phone

3178291041

Tax Period

2024-07-01 to 2025-06-30

ROTARY FOUNDATION OF INDIANAPOLIS INC, founded in 1947, is a small nonprofit in the Community Improvement sector that reported $493K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 32% operating margin.

Mission

THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

Program Service Accomplishments

Program 1

Expenses: $207,000

ALL OF THE GRANTS AND CONTRIBUTIONS WERE TO OTHER IRC SECTION 501(C) (3) ORGANIZATIONS, WHICH USED THE FUNDS TO CARRY OUT THEIR PARTICULAR EXEMPT PURPOSE.

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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 $40,134

Program Service Revenue $0

Investment Income $452,550

Other Revenue $0

TOTAL REVENUE $492,684

Expense Breakdown

Grants Paid $207,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,000

Other Expenses $127,662

TOTAL EXPENSES $334,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,684	$395,704	+0.2%
Expenses	$334,662	$381,940	-0.1%
Net Income	$158,022	$13,764	+10.5%

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

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
MATTHEW WILL	ADVISOR	2.00	Director	$0	$0	$0
JENNY DEXTER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICK BROCCOLO	EX OFFICIER	2.00	Director	$0	$0	$0
MARIE KOENIG	EX OFFICIER	2.00	Director	$0	$0	$0
JEFF MOFFATT	EX OFFICIER	2.00	Director	$0	$0	$0
LYNN LAMBUTH	DIRECTOR	2.00	Director	$0	$0	$0
ERIN SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM RICHARDSON	DIRECTOR	2.00	Director	$0	$0	$0
CHARLIE MEYER	EX OFFICIER	2.00	Director	$0	$0	$0
JAMIE HANNAN	EX OFFICIER	2.00	Director	$0	$0	$0
ERIN WEESNER	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
KATHY COOKERLY	DIRECTOR	2.00	Director	$0	$0	$0
MIKE SOGARD	DIRECTOR	2.00	Director	$0	$0	$0
STAN JACOBS	EX OFFICIER	2.00	Director	$0	$0	$0
ANGELA CECIL	DIRECTOR	2.00	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	$492,684	$334,662	$9,600,785	$158,022
2024	$395,704	$381,940	$8,996,030	$13,764
2023	$215,535	$404,845	$8,332,268	$-189,310
2022	$409,990	$340,045	$8,304,189	$69,945
2021	$805,984	$262,478	$8,835,142	$543,506
2020	$158,720	$338,166	$7,024,833	$-179,446
2019	$247,446	$323,821	$7,288,866	$-76,375

ROTARY FOUNDATION OF INDIANAPOLIS INC