SUBURBAN ROTARY CLUB CHARITABLE FOUNDATION

EIN: 363544327 501(c)(3) Community Improvement

OMAHA, NE

Total Revenue
$304,029
Total Expenses
$370,938
Total Assets
$2,634,956
Net Assets
$2,634,625
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
NE
Principal Officer
KATIE HENRY
Phone
4026196721
Tax Period
2024-07-01 to 2025-06-30

SUBURBAN ROTARY CLUB CHARITABLE FOUNDATION, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $304K in total revenue in fiscal year 2024. Expenses of $371K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE MAJOR PURPOSE OF THE FOUNDATION IS PROVIDING SCHOLARSHIPS FOR YOUNG HANDICAPPED MEN AND WOMEN WHO ARE PURSUING POST-HIGH SCHOOL EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $286,359 Revenue: $1,424

PROVIDING FINANCIAL GIFTS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS TO ENSURE STUDENTS IN NEED HAVE ACCESS TO ESSENTIAL SUPPLIES, NUTRITIOUS MEALS, AND APPROPRIATE CLOTHING - HELPING THEM THRIVE...

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PROVIDING FINANCIAL GIFTS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS TO ENSURE STUDENTS IN NEED HAVE ACCESS TO ESSENTIAL SUPPLIES, NUTRITIOUS MEALS, AND APPROPRIATE CLOTHING - HELPING THEM THRIVE BOTH IN AND OUT OF THE CLASSROOM.

Program 2
Expenses: $59,500

SCHOLARHIPS FOR POST-SECONDARY EDUCATION OF YOUNG HANDICAPPED MEN & WOMEN. THIS PROGRAM HAS PROVIDED A SIGNIFICANT CONTRIBUTION TO THE LOCAL COMMUNITY BY FUNDING SCHOLARSHIP FOR HIGH SCHOOL SENIORS...

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SCHOLARHIPS FOR POST-SECONDARY EDUCATION OF YOUNG HANDICAPPED MEN & WOMEN. THIS PROGRAM HAS PROVIDED A SIGNIFICANT CONTRIBUTION TO THE LOCAL COMMUNITY BY FUNDING SCHOLARSHIP FOR HIGH SCHOOL SENIORS WITH PHYSICIAL DISABILITIES TO CONTINUE THEIR POST-HIGH SCHOOL EDUCATION.

Program 3
Expenses: $1,750

ROTARY YOUTH LEADERSHIP AWARDS CAMP SCHOLARSHIP IS A PROGRAM IN WHICH RECIPIENTS SPEND A WEEK IN A PROGRAM OF DISCUSSION, INSPIRATIONAL ADDRESSES, LEADERSHIP TRAINING, AND SOCIAL ACTIVITIES DESIGNED...

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ROTARY YOUTH LEADERSHIP AWARDS CAMP SCHOLARSHIP IS A PROGRAM IN WHICH RECIPIENTS SPEND A WEEK IN A PROGRAM OF DISCUSSION, INSPIRATIONAL ADDRESSES, LEADERSHIP TRAINING, AND SOCIAL ACTIVITIES DESIGNED TO ENHANCE PERSONAL DEVELOPMENT, LEADERSHIP SKILLS, AND GOOD CITIZENSHIP.

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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 $89,953
Program Service Revenue $0
Investment Income $212,652
Other Revenue $1,424
TOTAL REVENUE $304,029

Expense Breakdown

Grants Paid $319,847
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $347,609
Other Expenses $51,091
TOTAL EXPENSES $370,938

Year-over-Year Comparison

2024 2023 Change
Revenue $304,029 $318,504 0.0%
Expenses $370,938 $146,973 +1.5%
Net Income $-66,909 $171,531 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
75

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
7
$43,166
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ZACH ZILER CHAIR 0.50
Officer Director
$0 $0 $0
KATIE HENRY PAST PRESIDENT 0.50
Officer Director
$0 $0 $0
DAVE LAFERLA PAST PRESIDENT 0.50
Officer Director
$0 $0 $0
KEVIN WELSH PAST PRESIDENT 0.50
Officer Director
$0 $0 $0
MARLON LOFGREN TREASURER 0.50
Officer Director
$0 $0 $0
ALICE SCHUMAKER SECRETARY 0.50
Officer Director
$0 $0 $0
ALAN STANEK TRUSTEE 0.10
Director
$0 $0 $0
TERRI GREENWOOD TRUSTEE 0.10
Director
$0 $0 $0
DAN WELLENDORF TRUSTEE 0.10
Director
$0 $0 $0
DEBORAH DALEY EXECUTIVE SECRETARY OF CLUB 18.00
Officer
$0 $0 $43,166
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 $304,029 $370,938 $2,634,956 $-66,909
2024 $318,504 $146,973 $2,622,607 $171,531
2023 $408,455 $113,116 $2,298,570 $295,339
2022 $263,304 $102,582 $2,059,686 $160,722
2021 $317,744 $102,892 $2,117,033 $214,852
2020 $174,269 $162,032 $1,651,793 $12,237
2019 $200,821 $105,935 $1,671,753 $94,886
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