ROTARY FUND OF LOUISVILLE INC (EIN 616029858) - 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

1951

Legal Domicile

Principal Officer

DELENE TAYLOR

Phone

5025891800

Tax Period

2023-07-01 to 2024-06-30

ROTARY FUND OF LOUISVILLE INC, founded in 1951, is a small nonprofit that reported $177K in total revenue in fiscal year 2023. Expenses of $171K left a modest 3% surplus.

Mission

TO SUPPORT HUMANITARIAN EFFORTS BOTH AT HOME (METRO LOUISVILLE, KY) AND ABROAD.

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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 $24,525

Program Service Revenue $0

Investment Income $152,097

Other Revenue $0

TOTAL REVENUE $176,622

Expense Breakdown

Grants Paid $133,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,657

Other Expenses $37,399

TOTAL EXPENSES $171,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,622	$176,265	+0.0%
Expenses	$171,199	$155,076	+0.1%
Net Income	$5,423	$21,189	-0.7%

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

$124,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI HUDSON FLANERY	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
KEVIN FIELDS	SECRETARY	0.10	Officer Director	$0	$0	$0
WALT KUNAU	PRESIDENT	0.10	Officer Director	$0	$0	$0
KIMBERLY HALBAUER	TREASURER	0.10	Officer Director	$0	$0	$0
KEVIN LYNCH	DIRECTOR	0.10	Director	$0	$0	$0
JOHN JENNINGS	DIRECTOR	0.10	Director	$0	$0	$0
LOUIS STRAUB	DIRECTOR	0.10	Director	$0	$0	$0
ANNE MONELL	DIRECTOR	0.10	Director	$0	$0	$0
DELENE TAYLOR	EXECUTIVE DIRECTOR	5.00	Officer	$0	$0	$124,100

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	$176,622	$171,199	$3,244,337	$5,423
2023	$176,265	$155,076	$3,003,440	$21,189
2022	$261,238	$167,916	$2,855,093	$93,322
2021	$121,858	$177,373	$3,194,777	$-55,515
2020	$256,984	$181,805	$2,627,914	$75,179
2019	$229,534	$121,904	$2,698,060	$107,630
2018	$263,676	$125,344	$2,578,552	$138,332

ROTARY FUND OF LOUISVILLE INC