LINCOLN ROTARY CLUB 14 FOUNDATION (EIN 911767748) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

KRISTIAN H RUTFORD

Phone

4027962505

Tax Period

2024-07-01 to 2025-06-30

LINCOLN ROTARY CLUB 14 FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $260K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $91K, a strong 35% operating margin.

Mission

THE MISSION OF THE LINCOLN ROTARY CLUB 14 FOUNDATION IS TO SUPPORT THE SERVICE INITIATIVES OF LINCOLN ROTARY CLUB 14. THE ORGANIZATION IS DEDICATED TO THE MOTTO OF "SERVICE ABOVE SELF- AND EXEMPLIFIES THE COMMITMENT TO COMMUNITY OF ROTARY CLUBS THROUGHOUT THE WORLD. THE ENTITY PROVIDES FINANCIAL SUPPORT FOR EDUCATION, YOUTH SERVICES AND LOCAL CIVIC ENDEAVORS AS WELL AS SELECT HUMANITARIAN PROJECTS AROUND THE GLOBE BY MANAGING AND GROWING ITS ENDOWMENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $122,823

Program Service Revenue $0

Investment Income $86,043

Other Revenue $51,124

TOTAL REVENUE $259,990

Expense Breakdown

Grants Paid $120,909

Salaries & Benefits $0

Fundraising Expenses $4,476

Program Expenses $131,495

Other Expenses $48,511

TOTAL EXPENSES $169,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,990	$287,298	-0.1%
Expenses	$169,420	$162,949	+0.0%
Net Income	$90,570	$124,349	-0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
PATRICIA J BIRCH	SECRETARY	0.50	Officer Director	$0	$0	$0
RANDY BRETZ	DIRECTOR	0.25	Director	$0	$0	$0
ERIC DRUMHELLER	DIRECTOR	0.25	Director	$0	$0	$0
SANDRA FABRY	DIRECTOR	0.25	Director	$0	$0	$0
JAMES V GRIESEN	DIRECTOR	0.25	Director	$0	$0	$0
ARTHUR L KNOX	DIRECTOR	0.25	Director	$0	$0	$0
JAMES A MASTERA	DIRECTOR	0.25	Director	$0	$0	$0
CHARLES OGDEN	DIRECTOR	0.25	Director	$0	$0	$0
STEPHEN PEREGRINE	DIRECTOR	0.25	Director	$0	$0	$0
KRISTIAN H RUTFORD	TREASURER	1.00	Officer Director	$0	$0	$0
MARK STEPHENS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SUSAN STIBAL	DIRECTOR	0.25	Director	$0	$0	$0
SUZANNE SUGHROE	DIRECTOR	0.25	Director	$0	$0	$0
MELANIE J WHITTAMORE-MANTZIOS	DIRECTOR	0.25	Director	$0	$0	$0
JENNIFER WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL J WORTMAN	PRESIDENT	3.00	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	$259,990	$169,420	$3,495,454	$90,570
2024	$287,298	$162,949	$3,301,322	$124,349
2023	$285,596	$237,658	$2,874,787	$47,938
2022	$181,734	$152,445	$2,573,540	$29,289
2021	$205,365	$129,565	$2,842,262	$75,800
2020	$151,488	$271,639	$2,246,753	$-120,151
2018	$176,203	$100,992	$2,102,012	$75,211

LINCOLN ROTARY CLUB 14 FOUNDATION