KEWANEE ROTARY FOUNDATION (EIN 363439357) - 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

1987

Legal Domicile

Principal Officer

DOUG IRWIN

Phone

3098525515

Tax Period

2023-07-01 to 2024-06-30

KEWANEE ROTARY FOUNDATION, founded in 1987, is a micro nonprofit that reported $76K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 22% operating margin.

Mission

TO SUPPORT VARIOUS PUBLIC CHARITIES, COMMUNITY EVENTS, AND SCHOOL ACTIVITIES IN THE KEWANEE AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $55,593

Program Service Revenue $0

Investment Income $20,838

Other Revenue $0

TOTAL REVENUE $76,431

Expense Breakdown

Grants Paid $59,602

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,602

Other Expenses $15

TOTAL EXPENSES $59,617

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,431	$97,443	-0.2%
Expenses	$59,617	$56,452	+0.1%
Net Income	$16,814	$40,991	-0.6%

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

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
CHANDA DOWELL	Director	Director	$0	$0	$0
MERLE HALL	Director	Director	$0	$0	$0
DIANNE PACKEE	Director	Director	$0	$0	$0
DANIELLE WILLIAMS	Director	Director	$0	$0	$0
CHRISTIAN JACKSON	Director	Director	$0	$0	$0
ZACHARY LESSARD	Director	Director	$0	$0	$0
CARRIE GUSTAFSON	PAST PRESIDENT	Officer	$0	$0	$0
STEVE RIDER	Secretary	Officer	$0	$0	$0
DOUG IRWIN	Treasurer	Officer	$0	$0	$0
JOHN BOWSER	PRESIDENT ELECT	Officer	$0	$0	$0
JOHN LOONEY	Vice President	Officer	$0	$0	$0
NANCY SUTTON	President	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	No data	No data	No data	No data
2024	$76,431	$59,617	$793,562	$16,814
2023	$97,443	$56,452	$676,299	$40,991
2022	$151,205	$65,162	$635,408	$86,043
2021	$184,627	$48,761	$561,490	$135,866
2019	$70,027	$57,955	$2,666,867	$12,072

KEWANEE ROTARY FOUNDATION