JANESVILLE ROTARY FOUNDATION INC (EIN 391092586) - 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

1979

Legal Domicile

Principal Officer

LISA DAHLGREN

Tax Period

2023-07-01 to 2024-06-30

JANESVILLE ROTARY FOUNDATION INC, founded in 1979, is a micro nonprofit in the Community Improvement sector that reported $81K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 15% operating margin.

Mission

TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

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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 $42,555

Program Service Revenue $0

Investment Income $23,244

Other Revenue $15,687

TOTAL REVENUE $81,486

Expense Breakdown

Grants Paid $58,861

Salaries & Benefits $2,000

Fundraising Expenses $0

Program Expenses $64,804

Other Expenses $8,166

TOTAL EXPENSES $69,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,486	$105,018	-0.2%
Expenses	$69,027	$77,390	-0.1%
Net Income	$12,459	$27,628	-0.5%

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

$2,000

Total Directors

$2,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA DAHLGREN	FDN TREASURER	5.00	Officer Director	$2,000	$0	$2,000
LYNN WOOD	DIRECTOR	1.00	Director	$0	$0	$0
GARY BERSELL	DIRECTOR	1.00	Director	$0	$0	$0
LOIS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY FANNING	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA KLOBUCAR	DIRECTOR	1.00	Director	$0	$0	$0
TRACY PIERNER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY LEBAKKEN	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE LUNDER	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
MICK GILBERTSON	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVE WARREN	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
DEREK WICKHEM	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
LYNN GALBRAITH-WILSON	SECRETARY	3.00	Officer Director	$0	$0	$0
DENISE WEBB	CLUB TREASURER	3.00	Officer Director	$0	$0	$0
RICK MUELLER	SGT OF ARMS	3.00	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	No data	No data	No data	No data
2024	$81,486	$69,027	$1,350,384	$12,459
2023	$105,018	$77,390	$1,214,010	$27,628
2022	$119,498	$68,946	$1,122,019	$50,552
2021	$60,942	$72,655	$1,276,709	$-11,713
2020	$179,255	$86,154	$1,042,253	$93,101
2019	$491,659	$85,251	$933,366	$406,408

JANESVILLE ROTARY FOUNDATION INC