ROTARY CLUB OF LAKEVILLE FOUNDATION (EIN 460789408) - 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

Principal Officer

Alan Williams

Phone

9522702413

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LAKEVILLE FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $190K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $222K exceeded revenue, resulting in a 17% operating deficit.

Mission

Service and financial support to local charities, students and Rotary International efforts

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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 $188,041

Program Service Revenue $0

Investment Income $2,331

Other Revenue $0

TOTAL REVENUE $190,372

Expense Breakdown

Grants Paid $205,362

Salaries & Benefits $9,284

Fundraising Expenses $0

Program Expenses $205,362

Other Expenses $7,516

TOTAL EXPENSES $222,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,372	$231,816	-0.2%
Expenses	$222,162	$168,223	+0.3%
Net Income	$-31,790	$63,593	-1.5%

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

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

$12,037

Total Directors

$12,037

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathy Hughitt	Secretary	10	Officer Director	$7,824	$0	$12,037
Laurie Bolin	President	5	Officer Director	$0	$0	$0
Emily Fox Williams	Immediate Past President	1	Director	$0	$0	$0
Alan Williams	Treasurer	5	Officer Director	$0	$0	$0
James Kretsch	President Elect	1	Director	$0	$0	$0
Jay Young	Foundation Committee Chair	2	Director	$0	$0	$0
Joshua Lee	International Service Chair	2	Director	$0	$0	$0
Chris Casey	Youth Services Chair	1	Director	$0	$0	$0
Holly Meyer	Community Service Chair	2	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	$190,372	$222,162	$281,750	$-31,790
2024	$231,816	$168,223	$283,089	$63,593
2022	$156,214	$118,780	$228,366	$37,434

ROTARY CLUB OF LAKEVILLE FOUNDATION