THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL (EIN 363245072) - 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

1983

Legal Domicile

Principal Officer

JULIE BURKE

Phone

8478663000

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL, founded in 1983, is a major nonprofit in the International Affairs sector that reported $412.9M in total revenue in fiscal year 2017. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74.7M, a strong 18% operating margin.

Mission

ROTARIANS WORK TOWARD ADVANCING WORLD UNDERSTANDING, GOODWILL AND PEACE.

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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 $406,509,149

Program Service Revenue $22

Investment Income $53,347,946

Other Revenue $2,778,381

TOTAL REVENUE $462,635,498

Expense Breakdown

Grants Paid $310,692,990

Salaries & Benefits $43,085,973

Fundraising Expenses $32,124,099

Program Expenses $336,961,151

Other Expenses $38,474,111

TOTAL EXPENSES $392,946,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$462,635,498	$418,096,647	+0.1%
Expenses	$392,946,470	$361,086,677	+0.1%
Net Income	$69,689,028	$57,009,970	+0.2%

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

284

Volunteers

1124681

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

$1,363,154

Total Directors

$123,972

Key Employees

$3,765,118

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GORDON MCINALLY BEG 724	TRUSTEE	20.00	Director	$0	$10,316	$123,972
HOLGER KNAACK	CHAIR-ELECT	20.00	Officer Director	$0	$0	$0
LARRY A LUNSFORD	VICE-CHAIR	20.00	Officer Director	$0	$0	$0
MARK DANIEL MALONEY	CHAIR	40.00	Officer Director	$0	$0	$0
AKIRA MIKI	TRUSTEE	20.00	Director	$0	$0	$0
ANN-BRITT ASEBOL BEG 724	TRUSTEE	20.00	Director	$0	$0	$0
BHARAT S PANDYA	TRUSTEE	20.00	Director	$0	$0	$0
CARLOS E SANDOVAL	TRUSTEE	20.00	Director	$0	$0	$0
CHING-HUEI HORNG BEG 724	TRUSTEE	20.00	Director	$0	$0	$0
CHUN-WOOK HYUN	TRUSTEE	20.00	Director	$0	$0	$0
DENNIS J SHORE	TRUSTEE	20.00	Director	$0	$0	$0
GREG PODD	TRUSTEE	20.00	Director	$0	$0	$0
IJEOMA OKORO BEG 724	TRUSTEE	20.00	Director	$0	$0	$0
JENNIFER JONES	TRUSTEE	20.00	Director	$0	$0	$0
MARTHA PEAK HELMAN	TRUSTEE	20.00	Director	$0	$0	$0
JOHN HEWKO	CHIEF EXECUTIVE OFFICER	14.40	Officer	$279,792	$75,248	$852,448
JULIE BURKE	CHIEF FINANCIAL OFFICER	20.00	Officer	$214,217	$82,272	$510,706
MICHELE BERG	DEPUTY GENERAL SECRETARY	14.40	Key Emp	$168,220	$84,784	$552,063
ERIC JONES	CHIEF INVESTMENT OFFICER	37.20	Key Emp	$371,247	$80,420	$479,610
DAVID ALEXANDER	CHIEF COMMUNICATIONS OFFICER	5.60	Key Emp	$48,661	$80,870	$428,449
PAUL HAISMAN	CHIEF INFORMATION OFFICER	17.60	Key Emp	$152,927	$67,270	$414,831
ERIC C SCHMELLING	CHIEF PHILANTHROPY OFFICER	40.00	Key Emp	$315,456	$84,410	$399,866
KRISTOPHER NEWBAUER	CHIEF HUMAN RESOURCES OFFICER	17.60	Key Emp	$153,062	$47,092	$394,960
STEVEN ROUTBURG	GENERAL COUNSEL	7.60	Key Emp	$58,516	$77,254	$385,231
SARAH CRAWFORD	CHIEF PROGRAMS & ENGAGEMENT OFFICER	10.00	Key Emp	$74,168	$67,824	$364,497
NORA ZEI	CHIEF PARTICIPANT EXPERIENCE OFFICER	11.20	Key Emp	$85,571	$40,001	$345,611
CRIS DOWNEY	DIRECTOR - TECHNOLOGY SERVICES	17.60	Highest	$95,813	$67,128	$284,885
ANDREW G MCDONALD	DEPUTY GENERAL COUNSEL	13.20	Highest	$73,410	$48,829	$271,284
RICHARD PLOCINIK	DIRECTOR OF ENTERPRISE PROJECTS	15.20	Highest	$81,075	$54,610	$267,965
MICHAEL PATOCK	INVESTMENT OFFICER	37.20	Highest	$214,141	$30,935	$261,194
CAROL A PANDAK	DIRECTOR OF POLIOPLUS	40.00	Highest	$193,839	$65,014	$258,853

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	$462,635,498	$392,946,470	$1,719,960,646	$69,689,028
2024	$418,096,647	$361,086,677	$1,546,452,066	$57,009,970
2023	$394,945,345	$363,098,485	$1,450,379,624	$31,846,860
2023	$394,945,345	$363,098,485	$1,450,379,624	$31,846,860
2022	$435,448,669	$339,608,162	$1,368,299,313	$95,840,507
2021	$400,604,397	$395,728,568	$1,437,240,061	$4,875,829
2020	$376,412,655	$374,508,040	$1,264,171,245	$1,904,615
2019	$363,668,605	$347,419,988	$1,285,533,289	$16,248,617
2018	$412,917,581	$338,243,773	$1,254,692,074	$74,673,808

THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL