THIENSVILLE-MEQUON ROTARY FOUNDATION INC (EIN 391612508) - 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

1988

Legal Domicile

Principal Officer

Sandy Custer

Phone

4144160725

Tax Period

2025-02-01 to 2026-01-31

THIENSVILLE-MEQUON ROTARY FOUNDATION INC, founded in 1988, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2025. Revenue surged 1492% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 91% operating margin.

Mission

The Thiensville-Mequon Rotary Foundation, Inc. exists to support fundraising efforts of the Rotary Club of Thiensville-Mequon, Wisconsin, Inc. and Mequon-Thiensville Sunrise Rotary Club, assist with local community projects that support Rotary causes, and guide others to establish self-sustaining charitable entities that support Rotary causes.

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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 (2025)

Revenue Breakdown

Contributions & Grants $15,560

Program Service Revenue $2,605,352

Investment Income $8,272

Other Revenue $0

TOTAL REVENUE $2,629,184

Expense Breakdown

Grants Paid $39,502

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $236,427

Other Expenses $200,306

TOTAL EXPENSES $239,808

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,629,184	$165,166	+14.9%
Expenses	$239,808	$133,802	+0.8%
Net Income	$2,389,376	$31,364	+75.2%

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

N/A

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
Sandy Custer	Director, President	4	Officer Director	$0	$0	$0
Maureen O'Leary-Guth	Director Vice President	4	Officer Director	$0	$0	$0
Terry Schacht	Director, Treasurer	4	Officer Director	$0	$0	$0
Sean Bailey	Director, Secretary	2	Officer Director	$0	$0	$0
Steve Peterman	Director	1	Director	$0	$0	$0
Constance Pukaite	Director	1	Director	$0	$0	$0
Lynn Streeter	Director	1	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
2026	$2,629,184	$239,808	$2,584,484	$2,389,376
2025	$165,166	$133,802	$195,108	$31,364
2024	$125,455	$128,459	$163,744	$-3,004
2023	$67,646	$72,132	$166,748	$-4,486
2022	$49,888	$77,761	$309,797	$-27,873
2021	$-423,345	$102,679	$377,708	$-526,024
2020	$374,413	$126,611	$725,131	$247,802
2019	$505,357	$152,110	$477,329	$353,247

THIENSVILLE-MEQUON ROTARY FOUNDATION INC