ROTARY FOUNDATION OF INDIANAPOLIS INC

EIN: 356043931 501(c)(3) Community Improvement

INDIANAPOLIS, IN

Total Revenue
$492,684
Total Expenses
$334,662
Total Assets
$9,600,785
Net Assets
$9,600,785
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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
IN
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

TO FURTHER THE PHILOSOPHY OF "SERVICE ABOVE SELF" BY MAKING CHARITABLE/EDUCATIONAL GRANTS.

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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 $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

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Governance

Voting Members
15
Independent Members
15
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
3
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
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
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