Lake Chelan Rotary Comm & Intl Fund (EIN 455569645) - 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

2012

Legal Domicile

Phone

5097417825

Tax Period

2023-07-01 to 2024-06-30

Lake Chelan Rotary Comm & Intl Fund, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $297K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 54% operating margin.

Mission

To support charitable and educational activities through scholarships and financial assistance to individuals and qualified organizations that promote education, health safety and the arts at local, regional and interentational level.

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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 $296,828

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $296,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,221

Other Expenses $135,994

TOTAL EXPENSES $135,994

Year-over-Year Comparison

	2023	2022	Change
Revenue	$296,830	$155,700	+0.9%
Expenses	$135,994	$273,841	-0.5%
Net Income	$160,836	$-118,141	-2.4%

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
Lester Cooper	Director	1.00	Officer Director	$0	$0	$0
Kim Dunbar	Board Member	0.00	Officer Director	$0	$0	$0
Teresa Shover	Secretary	0.00	Director	$0	$0	$0
Amy Mills	Treasurer	0.00	Director	$0	$0	$0
Ray Eickmeyer	Board Member	0.00	Director	$0	$0	$0
Cindy Buboltz	Board Member	0.00	Director	$0	$0	$0
Bob Hardadon	Board Member	0.00	Director	$0	$0	$0
Lester Cooper	Board 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	No data	No data	No data	No data
2024	$296,830	$135,994	$370,168	$160,836
2022	$338,318	$371,588	$375,661	$-33,270
2021	$296,819	$210,827	$411,816	$85,992

Lake Chelan Rotary Comm & Intl Fund