LOVELAND ROTARY CLUB FOUNDATION (EIN 846058583) - 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

1984

Legal Domicile

Principal Officer

Laura Armstrong

Phone

9702905553

Tax Period

2024-01-01 to 2024-12-31

LOVELAND ROTARY CLUB FOUNDATION, founded in 1984, is a small nonprofit that reported $302K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 17% operating margin.

Mission

To further the philanthropic activities of the Loveland Rotary Club by contributing to health, education and youth projects in the community and internationally.

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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 $211,319

Program Service Revenue $0

Investment Income $85,164

Other Revenue $5,404

TOTAL REVENUE $301,887

Expense Breakdown

Grants Paid $224,592

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,592

Other Expenses $25,276

TOTAL EXPENSES $249,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,887	$176,887	+0.7%
Expenses	$249,868	$344,590	-0.3%
Net Income	$52,019	$-167,703	-1.3%

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

150

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
Charles Bouchard	Chair	4.00	Director	$0	$0	$0
Suzanne Peterson	Finance Officer	4.00	Director	$0	$0	$0
Jon Kindschy	Trustee	2.00	Director	$0	$0	$0
Rick Parker	Trustee	2.00	Director	$0	$0	$0
Gary Small	Trustee	2.00	Director	$0	$0	$0
Phil Ashcraft	Trustee	2.00	Director	$0	$0	$0
Doug Mannering	Trustee	2.00	Director	$0	$0	$0
Kathryn Vilha	Trustee	2.00	Director	$0	$0	$0
Laura Armstrong	Chair Elect	2.00	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
2024	$301,887	$249,868	$2,954,283	$52,019
2023	$176,887	$344,590	$2,664,756	$-167,703
2022	$241,902	$249,328	$2,564,248	$-7,426
2021	$237,796	$166,072	$2,989,626	$71,724
2020	$677,732	$598,476	$2,982,284	$79,256
2019	$946,597	$498,504	$2,676,238	$448,093
2018	$321,048	$326,252	$2,296,779	$-5,204

LOVELAND ROTARY CLUB FOUNDATION