ROTARY CLUB OF LOWELL COMMUNITY FOUNDATION

EIN: 383563288 501(c)(3) Philanthropy & Grantmaking

LOWELL, MI

Total Revenue
$111,150
Total Expenses
$129,181
Total Assets
$846,164
Net Assets
$846,164
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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
2000
Legal Domicile
MI
Phone
6164464468
Tax Period
2025-01-01 to 2025-12-31

ROTARY CLUB OF LOWELL COMMUNITY FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $111K in total revenue in fiscal year 2025. Expenses of $129K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE EDUCATIONAL BENEFITS AND COMMUNITY RELATIONS TO LOWELL AND THE SURROUNDING COMMUNITIES AND TO PROVIDE CLEAN WATER AROUND THE WORLD.

Program Service Accomplishments

Program 1
Expenses: $71,571

RENOVATION OF CITY OF LOWELL CREEKSIDE PARK. NONCASH CONTRIBUTIONS AND EXPENSES WERE USED TO ACCOMPLISH COMMUNITY PROJECT.

Program 2
Expenses: $37,000

PAID SCHOLARSHIPS FOR POST-SECONDARY INSTUTIONAL TUITION FOR COMMUNITY STUDENTS.

Program 3
Expenses: $16,085

GRANTS TO ORGANIZATIONS SUPPORTING HEALTH (WATER/SANITATION), EDUCATION, AND SUSTAINABLE AGRICULTURE GLOBALLY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $46,196
Program Service Revenue $0
Investment Income $64,954
Other Revenue $0
TOTAL REVENUE $111,150

Expense Breakdown

Grants Paid $124,656
Salaries & Benefits $0
Fundraising Expenses $3,254
Program Expenses $124,656
Other Expenses $4,525
TOTAL EXPENSES $129,181

Year-over-Year Comparison

2025 2024 Change
Revenue $111,150 N/A N/A
Expenses $129,181 N/A N/A
Net Income $-18,031 N/A N/A
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
50

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
3
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHIL GERARD TREASURER 0.00
Officer Director
$0 $0 $0
MARK MUNDT PRESIDENT 0.00
Officer Director
$0 $0 $0
DEBORAH WILKS SECRETARY 0.00
Officer Director
$0 $0 $0
ALEC MCPHERSON DIRECTOR 0.00
Director
$0 $0 $0
BRIAN DOYLE DIRECTOR 0.00
Director
$0 $0 $0
BETTY MORLOCK DIRECTOR 0.00
Director
$0 $0 $0
WENDEL CHRISTOFF DIRECTOR 0.00
Director
$0 $0 $0
CODY CHAMBERS REPRESENTATIVE 0.00
Director
$0 $0 $0
GRACE HUIZINGA REPRESENTATIVE 0.00
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 $111,150 $129,181 $846,164 $-18,031
2024 No data No data No data No data
2023 $43,895 $57,461 $769,219 $-13,566
2022 $273,025 $106,465 $714,225 $166,560
2021 $254,972 $27,758 $636,157 $227,214
2020 $204,550 $205,022 $397,927 $-472
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