ELMBROOK BROOKFIELD ROTARY FOUNDATION INC (EIN 391637292) - 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

Phone

2627841405

Tax Period

2024-07-01 to 2025-06-30

ELMBROOK BROOKFIELD ROTARY FOUNDATION INC, founded in 1988, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. The organization ran a surplus of $42K, a strong 29% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO RECEIVE CONTRIBUTIONS AND MAKE DISTRIBUTIONS TO OTHER ORGANIZATIONS THAT QUALIFY AS TAX EXEMPT ORGANIZATIONS UNDER SEC. 501(c)(3), IRC AND TO PROVIDE SCHOLARSHIPS FOR STUDENTS GRADUATING FROM AREA HIGH SCHOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $48,975

Program Service Revenue $0

Investment Income $-3,178

Other Revenue $97,222

TOTAL REVENUE $143,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,997

Other Expenses $101,497

TOTAL EXPENSES $101,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,019	N/A	N/A
Expenses	$101,497	N/A	N/A
Net Income	$41,522	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

Governance

Voting Members

Independent Members

N/A

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
THOMAS STEINBACH	President	5.00	Officer Director	$0	$0	$0
JOHN ALLEN	Treasurer/DIR	1.00	Officer Director	$0	$0	$0
MARK ZALEWSKI	Director	1.00	Officer Director	$0	$0	$0
JEANNE ALLEN	Director	1.00	Officer Director	$0	$0	$0
JACK NELSON	Director	1.00	Officer Director	$0	$0	$0
LYDIA MILLER	Director	1.00	Officer Director	$0	$0	$0
DAVID ENGLE	President/Dir	5.00	Officer Director	$0	$0	$0
BILL PETTERSON	Secretary/Dir	1.00	Officer Director	$0	$0	$0
GREG BONK	Director	1.00	Officer Director	$0	$0	$0
LUCAS SEVERSON	Director	1.00	Officer Director	$0	$0	$0
BILL SELZER	Director	1.00	Officer Director	$0	$0	$0
WALLY SMANSKI	Director	1.00	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	$143,019	$101,497	$500,564	$41,522

ELMBROOK BROOKFIELD ROTARY FOUNDATION INC