ADDISON ROTARY FOUNDATION INC (EIN 752352550) - 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

1990

Principal Officer

FRANK SWINGLE

Phone

4692151651

Tax Period

2025-01-01 to 2025-12-31

ADDISON ROTARY FOUNDATION INC, founded in 1990, is a small nonprofit in the Community Improvement sector that reported $299K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

SUPPORT OF OTHER CHARITABLE ORGANIZATIONS BY RAISING FUNDS AND MAKING GRANTS TO OTHER CHARITABLE ORGANIZATIONS IN NORTH TEXAS THAT ARE DIRECTLY PROVIDING SERVICES TO CHILDREN AND OTHER CHARITABLE PROGRAMS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $338,836

Program Service Revenue $0

Investment Income $0

Other Revenue $-40,137

TOTAL REVENUE $298,699

Expense Breakdown

Grants Paid $289,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,372

Other Expenses $8,171

TOTAL EXPENSES $297,771

Year-over-Year Comparison

	2025	2024	Change
Revenue	$298,699	$220,054	+0.4%
Expenses	$297,771	$218,798	+0.4%
Net Income	$928	$1,256	-0.3%

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

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
RANDY LASLEY	TREASURER	3.00	Officer	$0	$0	$0
RONALD NIMS	VICE PRESIDE	1.00	Officer	$0	$0	$0
WENDY SEALE	SECRETARY	1.00	Officer	$0	$0	$0
FRANK SWINGLE	PRESIDENT (2	1.00	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	$298,699	$297,771	$16,807	$928
2024	$220,054	$218,798	$15,879	$1,256
2023	$197,914	$203,340	$17,122	$-5,426
2022	$180,642	$207,277	$10,581	$-26,635
2020	$207,163	$383,996	$32,496	$-176,833
2019	$239,899	$52,331	$209,329	$187,568
2018	$231,586	$262,888	$21,761	$-31,302

ADDISON ROTARY FOUNDATION INC