SUBURBAN ROTARY CLUB CHARITABLE FOUNDATION (EIN 363544327) - 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

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

TO PROMOTE POST-SECONDARY EDUCATION FOR HANDICAPPED YOUNG MEN AND WOMEN.

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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 $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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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

$43,166

Total Directors

Key Employees

Highest Compensated

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

SUBURBAN ROTARY CLUB CHARITABLE FOUNDATION