Rotary Club 29 Foundation

EIN: 736093582 501(c)(3) Community Improvement

Oklahoma City, OK

Total Revenue
$878,217
Total Expenses
$681,131
Total Assets
$2,579,576
Net Assets
$2,487,457
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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
OK
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.

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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%)

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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

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Governance

Voting Members
15
Independent Members
15
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
7
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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