GREAT LAKES ROTARY PELS (EIN 900429209) - 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

1942

Principal Officer

DONNA SCHMIDT

Phone

9896663419

Tax Period

2024-07-01 to 2025-06-30

GREAT LAKES ROTARY PELS, founded in 1942, is a small nonprofit that reported $277K in total revenue in fiscal year 2024. Expenses of $265K left a modest 4% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE A FORUM FOR ROTARY DISTRICT GOVERNORS ELECT TO LEVERAGE RESOURCES THROUGH COLLABERATION FROM EXPOSURE WITH ROTARY LEADERS AND HIGHLY QUALIFIED SPEAKERS, TRAINERS, AND OTHER EXPERTS FROM ROTARY FOR THE PURPOSE OF PROVIDING A DIVERSE PLATFORM FOR FELLOWSHIP AMONG ALL PARTICIPANTS. THE PRIMARY ACTIVITY OF THE ORGANIZATION INVOLVES A THREE DAY SEMINAR HELD ANNUALLY.

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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 $10,525

Program Service Revenue $266,067

Investment Income $12

Other Revenue $0

TOTAL REVENUE $276,604

Expense Breakdown

Grants Paid $10,525

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $255,287

Other Expenses $254,302

TOTAL EXPENSES $264,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,604	$276,058	+0.0%
Expenses	$264,827	$264,177	+0.0%
Net Income	$11,777	$11,881	0.0%

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

100

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
TERESA BRANDELL	SERGEANT AT	2.00	Director	$0	$0	$0
DELORES BROCK	SECRETARY	2.00	Officer Director	$0	$0	$0
JON CATLIN	CIRRICULUM D	2.00	Director	$0	$0	$0
KAREN GABRYS	REGISTRAR	2.00	Director	$0	$0	$0
SUE GOLDSEN	LEAD TRAINER	2.00	Director	$0	$0	$0
JEFF LEIPPRANDT	OPERATIONS	2.00	Director	$0	$0	$0
JOE SAWYER	TREASURER	2.00	Officer Director	$0	$0	$0
DONNA SCHMIDT	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
NATHAN TRIPLETT	VENDOR COORD	2.00	Director	$0	$0	$0
ED VAN WIJK	VICE CHAIRPE	2.00	Officer 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	$276,604	$264,827	$136,940	$11,777
2024	$276,058	$264,177	$125,264	$11,881
2023	$215,784	$213,051	$113,282	$2,733
2019	$205,960	$203,792	$67,947	$2,168

GREAT LAKES ROTARY PELS