St Louis Park Rotary Foundation (EIN 411291506) - 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

1977

Legal Domicile

Principal Officer

Derek Reise

Phone

9525931356

Tax Period

2024-07-01 to 2025-06-30

St Louis Park Rotary Foundation, founded in 1977, is a small nonprofit that reported $146K in total revenue in fiscal year 2024. Revenue surged 243% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 57% operating margin.

Mission

A member service organization formed under the principles of rotary and Rotary International

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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 $128,229

Program Service Revenue $0

Investment Income $18,194

Other Revenue $0

TOTAL REVENUE $146,423

Expense Breakdown

Grants Paid $50,939

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,939

Other Expenses $11,881

TOTAL EXPENSES $62,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,423	$42,700	+2.4%
Expenses	$62,820	$55,717	+0.1%
Net Income	$83,603	$-13,017	-7.4%

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
Derek Reise	President	2.00	Officer Director	$0	$0	$0
Liz Crouse	Secretary	0.00	Officer Director	$0	$0	$0
Becky Bakken	Member	0.00	Director	$0	$0	$0
Greg Palmer	Treasurer	2.00	Officer Director	$0	$0	$0
Tim Hanson	Member	0.00	Director	$0	$0	$0
James Brimeyer	Member	0.00	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	$146,423	$62,820	$731,205	$83,603
2024	$42,700	$55,717	$588,426	$-13,017
2023	$30,729	$59,488	$563,181	$-28,759
2022	$50,875	$47,813	$539,677	$3,062
2021	$54,712	$59,985	$641,017	$-5,273

St Louis Park Rotary Foundation