LONGMONT ROTARY CHARITY FUND INC (EIN 742254798) - 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

1982

Legal Domicile

Principal Officer

Charlotte Tyson

Phone

3037756741

Tax Period

2025-01-01 to 2025-12-31

LONGMONT ROTARY CHARITY FUND INC, founded in 1982, is a micro nonprofit in the Community Improvement sector that reported $37K in total revenue in fiscal year 2025. Expenses of $42K exceeded revenue, resulting in a 14% operating deficit.

Mission

Tax-exempt structure for the Rotary Club of Longmont, Colorado to help meet the present needs of the community and manage an endowment for sustainable funding to meet the future needs of the community.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $12,205

Program Service Revenue $0

Investment Income $24,923

Other Revenue $0

TOTAL REVENUE $37,128

Expense Breakdown

Grants Paid $34,526

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,339

Other Expenses $7,813

TOTAL EXPENSES $42,339

Year-over-Year Comparison

	2025	2024	Change
Revenue	$37,128	$34,381	+0.1%
Expenses	$42,339	$32,297	+0.3%
Net Income	$-5,211	$2,084	-3.5%

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

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
John Caldwell	Director	0.2	Director	$0	$0	$0
Dr Alfred Carr	Director	0.2	Director	$0	$0	$0
Kenneth Cline	Director	0.4	Director	$0	$0	$0
Sue Connelly	Director	0.2	Director	$0	$0	$0
Alisa Jeffery	Director	0.2	Director	$0	$0	$0
Richard Lyons	Director	0.2	Director	$0	$0	$0
Frank Rainey	Director	0.2	Director	$0	$0	$0
Edwina Salazar	Director	0.2	Director	$0	$0	$0
Charlotte Tyson	President	1.5	Officer	$0	$0	$0
David Schreiber	Vice President	0.40	Officer	$0	$0	$0
Virginia Choung	Treasurer	0.5	Officer	$0	$0	$0
Susanna Bolton	Secretary	0.5	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	$37,128	$42,339	$683,836	$-5,211
2024	$34,381	$32,297	$624,426	$2,084
2023	$225,795	$21,566	$584,345	$204,229

LONGMONT ROTARY CHARITY FUND INC