LONDON BRIDGE ROTARY FOUNDATION INC (EIN 860448536) - 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

1982

Legal Domicile

Principal Officer

STEVE WYDYSH

Phone

9284532290

Tax Period

2023-07-01 to 2024-06-30

LONDON BRIDGE ROTARY FOUNDATION INC, founded in 1982, is a small nonprofit that reported $150K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 35% operating margin.

Mission

COMMUNITY SERVICE

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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 (2023)

Revenue Breakdown

Contributions & Grants $69,749

Program Service Revenue $0

Investment Income $60,550

Other Revenue $20,035

TOTAL REVENUE $150,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,255

Other Expenses $97,670

TOTAL EXPENSES $97,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,334	$112,778	+0.3%
Expenses	$97,670	$65,842	+0.5%
Net Income	$52,664	$46,936	+0.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
VALERIE CAREY	Vice President	Director	$0	$0	$0
DON KLOSTERMEIER	Past President	Officer Director	$0	$0	$0
JOHN PARROTT	Director	Director	$0	$0	$0
STEVE WYDYSH	Director	Officer Director	$0	$0	$0
JOHN MASDEN	Vice President	Director	$0	$0	$0
TODD BRAUTIGAM	Director	Director	$0	$0	$0
LEONARD LACEY	President Elect	Director	$0	$0	$0
BO CARRINGER	Treasurer	Officer Director	$0	$0	$0
BRANDON BOWERS	Director	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	No data	No data	No data	No data
2024	$150,334	$97,670	$699,116	$52,664
2023	$112,778	$65,842	$648,397	$46,936
2022	$121,494	$58,449	$599,328	$63,045
2021	$61,924	$43,215	$589,456	$18,709
2020	$58,986	$38,568	$522,998	$20,418

LONDON BRIDGE ROTARY FOUNDATION INC