LEES SUMMIT ROTARY ENDOWMENT C/O CARL CHINNERY (EIN 431873457) - 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

Legal Domicile

Principal Officer

TONYA PARKER

Phone

8165259699

Tax Period

2023-01-01 to 2023-12-31

LEES SUMMIT ROTARY ENDOWMENT C/O CARL CHINNERY is a micro nonprofit in the Education sector that reported $20K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $15K, a strong 77% operating margin.

Mission

THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO SUPPORT STUDENTS ANNUALLY FROM LEE'S SUMMIT HIGH SCHOOLS, LEE'S SUMMIT CHRISTIAN SCHOOL AND ST. MICHAEL THE ARCHANGEL SCHOOL BY PROVIDING STUDENTS WITH SCHOLARSHIPS TO ATTEND THE COLLEGE OF THEIR CHOICE WITHIN THE METROPOLITAN COMMUNITY COLLEGE NETWORK.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $19,586

Other Revenue $0

TOTAL REVENUE $19,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,462

TOTAL EXPENSES $4,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,586	$17,707	+0.1%
Expenses	$4,462	$13,356	-0.7%
Net Income	$15,124	$4,351	+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

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
MIKE ALLEN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN COLEMAN	DIRECTOR	N/A	Director	$0	$0	$0
CASEY CRAWFORD	SECRETARY	N/A	Officer Director	$0	$0	$0
GINA GOODWIN	DIRECTOR	N/A	Director	$0	$0	$0
TONYA PARKER	PRESIDENT	N/A	Officer Director	$0	$0	$0
ROB SAUVE	TREASURER	N/A	Officer Director	$0	$0	$0
MATT SIBBING	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$19,586	$4,462	$486,813	$15,124
2022	$17,707	$13,356	$412,082	$4,351
2021	$29,124	$4,865	$505,236	$24,259

LEES SUMMIT ROTARY ENDOWMENT C/O CARL CHINNERY