Plano Metro Rotary Club Foundation

EIN: 752898316 501(c)(3) Education

Plano, TX

Total Revenue
$42,336
Total Expenses
$11,746
Total Assets
N/A
Net Assets
N/A
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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
Legal Domicile
TX
Principal Officer
Carla Blickensderfer
Phone
9728670663
Tax Period
2024-07-01 to 2025-06-30

Plano Metro Rotary Club Foundation, founded in 1990, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2024. The organization ran a surplus of $31K, a strong 72% operating margin.

Mission

Fund raising to provide scholoraships for students

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $29,338
Other Revenue $12,998
TOTAL REVENUE $42,336

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $8,043
Other Expenses $11,746
TOTAL EXPENSES $11,746

Year-over-Year Comparison

2024 2023 Change
Revenue $42,336 $43,877 0.0%
Expenses $11,746 $7,711 +0.5%
Net Income $30,590 $36,166 -0.2%
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
6
Independent Members
6
Employees
N/A
Volunteers
35

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lauri Williamson President N/A
$0 $0 $0
Susan Polanka Pres Elect N/A
$0 $0 $0
Ed Drain Sec N/A
$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 $42,336 $11,746 No data $30,590
2024 $43,877 $7,711 No data $36,166
2023 $365,891 $9,376 No data $356,515
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