ROTARY CLUB OF LOWELL COMMUNITY FOUNDATION (EIN 383563288) - 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

2000

Legal Domicile

Principal Officer

DAVE PASQUALE

Phone

6166760891

Tax Period

2023-01-01 to 2023-12-31

ROTARY CLUB OF LOWELL COMMUNITY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $57K exceeded revenue, resulting in a 31% operating deficit.

Mission

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

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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 $12,495

Program Service Revenue $0

Investment Income $31,400

Other Revenue $0

TOTAL REVENUE $43,895

Expense Breakdown

Grants Paid $55,293

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,293

Other Expenses $2,168

TOTAL EXPENSES $57,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,895	$273,025	-0.8%
Expenses	$57,461	$106,465	-0.5%
Net Income	$-13,566	$166,560	-1.1%

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

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
MARK MUNDT	TREASURER	N/A	Officer	$0	$0	$0
DAVE PASQUALE	PRESIDENT	N/A	Officer	$0	$0	$0
DEBORAH WILKS	SECRETARY	N/A	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
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

ROTARY CLUB OF LOWELL COMMUNITY FOUNDATION