Lincoln Rotary Club Foundation (EIN 710999576) - 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

2005

Legal Domicile

Principal Officer

Clark Osterhout

Phone

9167656379

Tax Period

2024-07-01 to 2025-06-30

Lincoln Rotary Club Foundation, founded in 2005, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.3M, a strong 89% operating margin.

Mission

Provide Scholarships, Community, and Youth 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 $1,091,906

Program Service Revenue $2,560

Investment Income $382,143

Other Revenue $13,655

TOTAL REVENUE $1,490,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,980

Program Expenses $108,036

Other Expenses $171,071

TOTAL EXPENSES $171,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,490,264	N/A	N/A
Expenses	$171,071	N/A	N/A
Net Income	$1,319,193	N/A	N/A

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
Joann Hilton	Secretary	0.00	Director	$0	$0	$0
Darrell Scott	Director	0.00	Director	$0	$0	$0
Paul Radcliffe	Director	0.00	Director	$0	$0	$0
Jerry Johnson	President	2.00	Officer Director	$0	$0	$0
Frima Stewart	Vice President	2.00	Officer Director	$0	$0	$0
Clark Osterhout	Treasurer	2.00	Director	$0	$0	$0
Holly Andreatta	Director	0.00	Director	$0	$0	$0
Greg Kevin	Director	0.00	Director	$0	$0	$0
Frank Vranesic	Director	0.00	Director	$0	$0	$0
Gail Gentile	Director	0.00	Director	$0	$0	$0
Scott Cadwallader	Director	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	$1,490,264	$171,071	$3,921,727	$1,319,193
2024	$1,704,280	$86,941	$2,602,534	$1,617,339
2023	$491,143	$42,556	$985,195	$448,587
2022	$51,587	$66,997	$560,042	$-15,410
2021	$1,734,491	$51,124	$186,901	$1,683,367

Lincoln Rotary Club Foundation