MINNEAPOLIS ROTARY FOUNDATION

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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

Phone

6126730166

Tax Period

2024-07-01 to 2025-06-30

MINNEAPOLIS ROTARY FOUNDATION, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $140K in total revenue in fiscal year 2024. Expenses of $238K exceeded revenue, resulting in a 70% operating deficit.

Mission

THE MINNEAPOLIS ROTARY FOUNDATION (THE FOUNDATION) REPRESENTS THE MEMBERS OF THE ROTARY CLUB OF MINNEAPOLIS IN THEIR SUPPORT OF INTERNATIONAL AND LOCAL COMMUNITY SERVICE PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $52,129

WORLD COMMUNITY SERVICE: MAKE GRANTS AND LEVERAGE MATCHING GRANTS FOR PROJECT THROUGHOUT THE WORLD WHICH PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER AND SANITATION, SAVE MOTHERS AND CHILDREN...

WORLD COMMUNITY SERVICE: MAKE GRANTS AND LEVERAGE MATCHING GRANTS FOR PROJECT THROUGHOUT THE WORLD WHICH PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER AND SANITATION, SAVE MOTHERS AND CHILDREN, SUPPORT EDUCATION AND GROW LOCAL ECONOMIES.

Program 2

Expenses: $110,937

LOCAL COMMUNITY SERVICE: MAKE GRANTS AND LEVERAGE MATCHING GRANTS FOR PROJECTS IN THE MINNEAPOLIS AREA, ESPECIALLY IN THE AREA OF YOUTH DEVELOPMENT.

Program 3

Expenses: $30,000

SCHOLARSHIP: AWARD SCHOLARSHIPS TO MINNEAPOLIS HIGH SCHOOL GRADUATES SEEKING COLLEGE DEGREES WHO DEMONSTRATE THE IDEALS OF ROTARY.

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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 $33,898

Program Service Revenue $0

Investment Income $105,630

Other Revenue $0

TOTAL REVENUE $139,528

Expense Breakdown

Grants Paid $195,066

Salaries & Benefits $0

Fundraising Expenses $1,940

Program Expenses $199,433

Other Expenses $42,529

TOTAL EXPENSES $237,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,528	$132,224	+0.1%
Expenses	$237,595	$201,619	+0.2%
Net Income	$-98,067	$-69,395	+0.4%

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

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
AMANDA ANDERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNN SWON	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT OLEISKY	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES COUSINS	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN HEINE	DIRECTOR	1.00	Director	$0	$0	$0
BRICE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
TODD KROUGH	DIRECTOR	1.00	Director	$0	$0	$0
JIREH MABAMBA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SANDER	DIRECTOR	1.00	Director	$0	$0	$0
FRED SEMMER	DIRECTOR	1.00	Director	$0	$0	$0
GREG SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM WEISE	DIRECTOR	1.00	Director	$0	$0	$0
GLEN WERTHEIM	DIRECTOR	1.00	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	$139,528	$237,595	$4,210,787	$-98,067
2024	No data	No data	No data	No data
2023	$131,036	$203,357	$3,686,172	$-72,321
2022	$185,075	$234,816	$3,424,940	$-49,741
2021	$139,742	$161,535	$4,157,962	$-21,793
2020	$173,106	$157,087	$3,279,437	$16,019
2019	$211,994	$216,230	$3,235,602	$-4,236
2018	$124,873	$193,911	$3,141,426	$-69,038