NEENAH ROTARY FOUNDATION (EIN 396058381) - 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

1960

Legal Domicile

Principal Officer

DOUG WELTER

Phone

9207258968

Tax Period

2024-07-01 to 2025-06-30

NEENAH ROTARY FOUNDATION, founded in 1960, is a micro nonprofit in the Education sector that reported $41K in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $35K left a modest 14% surplus.

Mission

PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS ATTENDING POST HIGH SCHOOL STUDIES.

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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 $25,608

Program Service Revenue $0

Investment Income $23,027

Other Revenue $-8,114

TOTAL REVENUE $40,521

Expense Breakdown

Grants Paid $21,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,500

Other Expenses $14,015

TOTAL EXPENSES $35,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,521	$21,483	+0.9%
Expenses	$35,015	$25,082	+0.4%
Net Income	$5,506	$-3,599	-2.5%

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

100

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
JAIME KRIEWALDT	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
RENEE NEUMEYER	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
PAMELA SEIDL	SECRETARY	2.00	Officer Director	$0	$0	$0
DOUG WELTER	TREASURER	2.00	Officer Director	$0	$0	$0
MARK STERR	DIRECTOR	1.00	Director	$0	$0	$0
AARON OLSON	PRESIDENT	2.00	Director	$0	$0	$0
DAVID KOHLMEYER	DIRECTOR	1.00	Director	$0	$0	$0
SETH MERRILL	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BREHMER	DIRECTOR	1.00	Director	$0	$0	$0
LISA WERNER	INVESTMENT ADVISOR	2.00	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	$40,521	$35,015	$539,810	$5,506
2024	$21,483	$25,082	$502,749	$-3,599
2021	$181,349	$25,752	$528,843	$155,597

NEENAH ROTARY FOUNDATION