Rotary Club 29 Foundation

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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

1982

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

Rotary Club 29 Foundation, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $878K in total revenue in fiscal year 2022. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 22% operating margin.

Mission

Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City.

Program Service Accomplishments

Program 1

Expenses: $631,940

Philanthropies including disaster relief and local, domestic and international grants.

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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 (2022)

Revenue Breakdown

Contributions & Grants $599,221

Program Service Revenue $0

Investment Income $194,559

Other Revenue $84,437

TOTAL REVENUE $878,217

Expense Breakdown

Grants Paid $576,772

Salaries & Benefits $0

Fundraising Expenses $5,197

Program Expenses $631,940

Other Expenses $104,359

TOTAL EXPENSES $681,131

Year-over-Year Comparison

	2022	2021	Change
Revenue	$878,217	$363,285	+1.4%
Expenses	$681,131	$428,612	+0.6%
Net Income	$197,086	$-65,327	-4.0%

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
Kim Tran	At Large - Community Service	2.00	Director	$0	$0	$0
Dennis Shockley	At Large - International Serv	2.00	Director	$0	$0	$0
Jim David	At Large	2.00	Director	$0	$0	$0
Chuck Wiggin	At Large	2.00	Director	$0	$0	$0
Kendra Robben	At Large	2.00	Director	$0	$0	$0
Jane Jenkins	At Large	2.00	Director	$0	$0	$0
Sarah Roberts	At Large	2.00	Director	$0	$0	$0
David Walters	At Large	2.00	Director	$0	$0	$0
Vered Harris	At Large	2.00	Director	$0	$0	$0
Lesli Massad	Club President - Elect	2.00	Officer	$0	$0	$0
Wes Milbourn	Club President	2.00	Officer	$0	$0	$0
Tim Dowd	Chair	2.00	Officer	$0	$0	$0
Jerrod Shouse	Club Past President	2.00	Officer	$0	$0	$0
Matt Bown	Treasurer	2.00	Officer	$0	$0	$0
Mike Coats	Secretary	2.00	Officer	$0	$0	$0
Bill Hughes	Club Past Treasurer	2.00	Officer	$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	No data	No data	No data	No data
2023	$878,217	$681,131	$2,579,576	$197,086
2022	$363,285	$428,612	$2,379,532	$-65,327
2021	$772,112	$286,487	$2,441,853	$485,625
2020	$236,068	$187,909	$1,898,266	$48,159
2019	$307,536	$158,530	$1,827,765	$149,006