ROTARY CLUB OF PEORIA-NORTH FOUNDA… - Form 990 Financial Data

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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

1998

Legal Domicile

Phone

3096833230

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF PEORIA-NORTH FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $120K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $108K left a modest 10% surplus.

Mission

PROVIDE CHARITABLE VOLUNTEER AND FINANCIAL SUPPORT IN THE GREATER PEORIA AREA

Program Service Accomplishments

Program 1

Expenses: $55,009

PROVIDE VOLUNTEER AND FINANCIAL SUPPORT TO VARIOUS CHARITABLE, SCIENTIFIC, LITERARY CULTURAL AND EDUCATIONAL PROGRAMS IN THE GREATER PEORIA AREA.

Program 2

Expenses: $33,198

PROVIDE ADDITIONAL SUPPORT TO ROTARY AFFILIATES

Program 3

Expenses: $14,109

PROVIDE SCHOLARSHIP FUNDS FOR QUALIFIED, DESERVING STUDENTS GRADUATING IN THE CURRENT YEAR FROM PEORIA AREA HIGH SCHOOLS

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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 $89,447

Program Service Revenue $0

Investment Income $20,455

Other Revenue $10,159

TOTAL REVENUE $120,061

Expense Breakdown

Grants Paid $69,059

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,316

Other Expenses $38,716

TOTAL EXPENSES $107,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$120,061	$77,873	+0.5%
Expenses	$107,775	$79,747	+0.4%
Net Income	$12,286	$-1,874	-7.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER LONGFELLOW	Director	1.00	Director	$0	$0	$0
JEFFREY RANDOLPH	Director	1.00	Director	$0	$0	$0
KIM TURK	Director	1.00	Director	$0	$0	$0
KATIE NEIDETCHER	Director	1.00	Director	$0	$0	$0
TOM RICKEY	Director	1.00	Director	$0	$0	$0
BROCK HESSING	Director	1.00	Director	$0	$0	$0
LYNN COLEMAN	President	1.00	Officer	$0	$0	$0
CLAY UNES	Treasurer	1.00	Officer	$0	$0	$0
KELLI EVANS	Secretary	1.00	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	$120,061	$107,775	$670,653	$12,286
2023	$77,873	$79,747	$612,379	$-1,874
2022	$72,446	$45,409	$584,389	$27,037
2021	$36,230	$44,628	$653,953	$-8,398
2020	$55,613	$50,119	$618,818	$5,494
2019	$91,068	$54,591	$564,270	$36,477

ROTARY CLUB OF PEORIA-NORTH FOUNDATION