ROTARYONE FOUNDATION INC (EIN 366067138) - 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

1938

Legal Domicile

Principal Officer

Jim Buik

Phone

3123723900

Tax Period

2024-07-01 to 2025-06-30

ROTARYONE FOUNDATION INC, founded in 1938, is a small nonprofit in the Community Improvement sector that reported $512K in total revenue in fiscal year 2024. Revenue surged 140% from the prior year, signaling strong growth momentum. The organization ran a surplus of $364K, a strong 71% operating margin.

Mission

TO SECURE THE RESOURCES NECESSARY TO SUPPORT THE SERVICE MISSION OF THE ROTARY CLUB OF CHICAGO, WHICH PLACES EMPHASIS ON WATER AND HUNGER, HEALTH, YOUTH EDUCATION, THE LEGACY OF ROTARY, AND DISASTER RELIEF.

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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 $85,366

Program Service Revenue $0

Investment Income $418,362

Other Revenue $8,719

TOTAL REVENUE $512,447

Expense Breakdown

Grants Paid $12,094

Salaries & Benefits $0

Fundraising Expenses $17,190

Program Expenses $98,069

Other Expenses $136,067

TOTAL EXPENSES $148,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$512,447	$213,788	+1.4%
Expenses	$148,161	$192,277	-0.2%
Net Income	$364,286	$21,511	+15.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Buik	Chair	0.20	Officer Director	$0	$0	$0
Michael Faris	Vice Chair	0.20	Officer Director	$0	$0	$0
Khaled Akkawi	Trustee	0.20	Director	$0	$0	$0
Seyda Calderwood	Trustee	0.20	Director	$0	$0	$0
Charles Groebe	Trustee	0.20	Director	$0	$0	$0
Betst Meisenheimer	Trustee	0.20	Director	$0	$0	$0
Timo Rehbock	Trustee	0.20	Director	$0	$0	$0
Sean Michael Stringer	Trustee	0.20	Director	$0	$0	$0
Steven C Weihmuller	Trustee	0.20	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	$512,447	$148,161	$4,177,108	$364,286
2024	No data	No data	No data	No data
2024	$213,788	$192,277	$3,797,685	$21,511
2023	$210,528	$202,550	$3,453,797	$7,978
2022	$443,530	$235,025	$3,425,006	$208,505
2021	$369,111	$333,107	$3,974,821	$36,004
2020	$210,087	$170,661	$3,330,560	$39,426
2019	$282,319	$228,943	$3,428,975	$53,376
2018	$264,806	$190,489	$3,430,543	$74,317

ROTARYONE FOUNDATION INC