ST LOUIS ROTARY CLUB WELFARE FUND … - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

JAMES WEBSTER

Phone

3148941759

Tax Period

2024-07-01 to 2025-06-30

ST LOUIS ROTARY CLUB WELFARE FUND INC, founded in 1949, is a small nonprofit that reported $193K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 53% operating margin.

Mission

RECEIVING CONTRIBUTIONS FOR, AND FINANCING SUCH BENEVOLENT, EDUCATIONAL, CHARITABLE AND CIVIC PROJECTS AS DEEMED WORTHY AND DESIRABLE.

Program Service Accomplishments

Program 1

Expenses: $89,669

CONTRIBUTIONS TO VARIOUS EDUCATIONAL, CHARITABLE AND CIVIC PROJECTS

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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 $174,356

Program Service Revenue $0

Investment Income $4,298

Other Revenue $14,109

TOTAL REVENUE $192,763

Expense Breakdown

Grants Paid $89,669

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,669

Other Expenses $967

TOTAL EXPENSES $90,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,763	$106,565	+0.8%
Expenses	$90,636	$118,730	-0.2%
Net Income	$102,127	$-12,165	-9.4%

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

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
DAN CONWAY	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
JAMES WEBSTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD WARNER	PAST PRESIDENT	2.00	Director	$0	$0	$0
DALE RUTHSATZ	PAST PRESIDENT	2.00	Director	$0	$0	$0
MATT WEISS	COMMUNITY SERVICE CHAIR	2.00	Officer Director	$0	$0	$0
BILL PIPER	SECRETARY	2.00	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	$192,763	$90,636	$160,156	$102,127

ST LOUIS ROTARY CLUB WELFARE FUND INC