LANSING ROTARY FOUNDATION (EIN 382232717) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

LINDA SARNELLI

Phone

5173748989

Tax Period

2024-07-01 to 2025-06-30

LANSING ROTARY FOUNDATION, founded in 1978, is a small nonprofit that reported $211K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $702K represent 40 months of operating reserves.

Mission

ESTABLISH A SOURCE OF REVENUE TO SUPPORT CHARITABLE ENDEAVORS WITH POSITIVE IMPACT ON OUR COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $203,651

Program Service Revenue $0

Investment Income $7,406

Other Revenue $0

TOTAL REVENUE $211,057

Expense Breakdown

Grants Paid $147,561

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,212

Other Expenses $65,512

TOTAL EXPENSES $213,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,057	$239,083	-0.1%
Expenses	$213,073	$235,373	-0.1%
Net Income	$-2,016	$3,710	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
PAM MIKLAVCIC	PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUG WIESNER	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
REBECCA BAHAR-COOK	CLUB PRESIDE	2.00	Officer Director	$0	$0	$0
JENNIFER MARSH	TREASURER	2.00	Officer Director	$0	$0	$0
SANDY DRAGGOO	DIRECTOR	2.00	Director	$0	$0	$0
ANNE CAULEY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SHASKI	DIRECTOR	2.00	Director	$0	$0	$0
COREY GRANT	DIRECTOR	2.00	Director	$0	$0	$0
BILKY JODA-MILLER	DIRECTOR	2.00	Director	$0	$0	$0
SAM TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
PAT MUNSHAW	DIRECTOR	2.00	Director	$0	$0	$0
KIM GARLAND	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PERSON	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN ANGEL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS HOLMAN	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG STILES	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MARSH	TREASURER	2.00	Officer Director	$0	$0	$0
LINDA SARNELLI	TREASURER	N/A	Officer 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	$211,057	$213,073	$701,999	$-2,016
2024	No data	No data	No data	No data
2023	$208,845	$252,233	$607,517	$-43,388
2022	$194,437	$188,004	$616,317	$6,433
2021	$436,695	$170,091	$653,215	$266,604
2020	$174,167	$224,300	$386,611	$-50,133
2019	$128,756	$246,687	$436,744	$-117,931
2018	$109,318	$99,460	$539,203	$9,858

LANSING ROTARY FOUNDATION