NORTHLAKE MANDEVILLE ROTARY FOUNDATION (EIN 721473196) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

Larry Burch

Phone

9857783926

Tax Period

2023-07-01 to 2024-06-30

NORTHLAKE MANDEVILLE ROTARY FOUNDATION, founded in 2000, is a micro nonprofit in the Education sector that reported $58K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 26% operating margin.

Mission

Provide college scholarship awards. Donations to local nonprofit organizations and other nonprofit organizations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $33,940

Program Service Revenue $0

Investment Income $24,255

Other Revenue $-405

TOTAL REVENUE $57,790

Expense Breakdown

Grants Paid $42,832

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,832

Other Expenses $0

TOTAL EXPENSES $42,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,790	$43,543	+0.3%
Expenses	$42,832	$48,172	-0.1%
Net Income	$14,958	$-4,629	-4.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathy Smith	Director	1	Director	$0	$0	$0
Sam Camp	Director	0	Director	$0	$0	$0
Steve Saux	Director	1.00	Director	$0	$0	$0
Cindi Raymond	Director	1	Director	$0	$0	$0
Larry Burch	President	3	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	No data	No data	No data	No data
2024	$57,790	$42,832	$622,532	$14,958
2023	$43,543	$48,172	$559,311	$-4,629
2022	$59,838	$48,010	$553,039	$11,828

NORTHLAKE MANDEVILLE ROTARY FOUNDATION