ROTARY CLUB OF DENVER SE 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

1994

Legal Domicile

Principal Officer

Rob McMaher

Phone

7202898789

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF DENVER SE FOUNDATION, founded in 1994, is a small nonprofit in the Community Improvement sector that reported $198K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Net assets of $1.3M represent 82 months of operating reserves.

Mission

To make donations, contributions, gifts and give aid to established charitable, scientific, and educational agencies or institutions.

Program Service Accomplishments

Program 1

Expenses: $78,925 Revenue: $78,925

Programs in connection with Rotary International for special projects in other countries.

Program 2

Expenses: $112,192 Revenue: $86,192

Community services such as food baskets, RYLA camp, literacy 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 (2024)

Revenue Breakdown

Contributions & Grants $75,665

Program Service Revenue $0

Investment Income $42,094

Other Revenue $80,074

TOTAL REVENUE $197,833

Expense Breakdown

Grants Paid $191,117

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,117

Other Expenses $11,828

TOTAL EXPENSES $202,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,833	$248,822	-0.2%
Expenses	$202,945	$219,609	-0.1%
Net Income	$-5,112	$29,213	-1.2%

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

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
Bonnie Thomas	Treasurer	1.00	Officer Director	$0	$0	$0
Brian Anderson	Trustee	1.00	Director	$0	$0	$0
Mark Laitos	President	1.00	Officer Director	$0	$0	$0
Tom Bieging	Trustee	1.00	Director	$0	$0	$0
Rob McMaher	President Elect	1.00	Officer Director	$0	$0	$0
Shari Lutz	Past President	1.00	Director	$0	$0	$0
Bill Palmer	Trustee	1.00	Director	$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	$197,833	$202,945	$1,373,908	$-5,112
2024	$248,822	$219,609	$1,316,183	$29,213
2023	$202,401	$207,912	$1,211,951	$-5,511
2022	$217,803	$157,402	$1,183,858	$60,401
2021	$228,346	$153,285	$1,323,250	$75,061
2020	$165,102	$141,472	$1,010,921	$23,630
2019	$339,882	$145,701	$1,007,544	$194,181
2018	$180,301	$142,674	$803,723	$37,627