LAKE OSWEGO ROTARY FOUNDATION INC (EIN 931000938) - 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

1989

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

LAKE OSWEGO ROTARY FOUNDATION INC, founded in 1989, is a small nonprofit that reported $416K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

THE LO ROTARY FOUNDATIONS MISSION IS TO FURTHER THE HUMANITARIAN GOALS OFROTARY INTERNATIONAL BY GENERATING FUNDS FOR SCHOLARSHIP AND GRANTS AND PROVIDINGMATERIALS TO IMPROVE THE LIVES OF THOSE IN NEED WITHIN THE LOCAL COMMUNITY ANDSUPPORTING SELECTED ROTARY PROJECTS WW.

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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 $388,185

Program Service Revenue $0

Investment Income $4,560

Other Revenue $22,981

TOTAL REVENUE $415,726

Expense Breakdown

Grants Paid $197,981

Salaries & Benefits $0

Fundraising Expenses $223,924

Program Expenses $207,416

Other Expenses $233,359

TOTAL EXPENSES $431,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,726	$345,946	+0.2%
Expenses	$431,340	$352,869	+0.2%
Net Income	$-15,614	$-6,923	+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

148

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
ROBIN KRAKAUER	DIRECTORCOMMUNITY SERVICE CO	5.00	Director	$0	$0	$0
KEN PERIGO	DIRECTORCOMMUNITY SERVICE CO	5.00	Director	$0	$0	$0
LAUREN ONEILL	DIRECTORNEW GENERATIONS CHAI	5.00	Director	$0	$0	$0
MARK WALLER	DIRECTORPEACEBUILDER CHAIR	5.00	Director	$0	$0	$0
SUE LINNEROOTH	DIRECTORFUNDRAISING CHAIR	5.00	Director	$0	$0	$0
CANDACE JENNINGS	PRESIDENT ELECT	8.00	Director	$0	$0	$0
ELEANOR TRETHOWAN	DIRECTORVOCATIONAL SERVICE C	5.00	Director	$0	$0	$0
PETER YORK	IMMEDIATE PAST PRESIDENT	5.00	Director	$0	$0	$0
MICHAEL DOTTEN	DIRECTORMEMBERSHIP CHAIR	5.00	Director	$0	$0	$0
MATT CHRISMAN	DIRECTORALLOCATIONS CHAIR	5.00	Director	$0	$0	$0
MARK BIRGE	DIRECTORFOUNDATION CHAIR	5.00	Director	$0	$0	$0
JAY HAMACHEK	DIRECTORCLUB ADMIN CHAIR	5.00	Director	$0	$0	$0
THIMMAPPA ANEKONDA	DIRECTOR	5.00	Director	$0	$0	$0
LLOYD HILL	DIRECTORINTERNATIONAL CHAIR	5.00	Director	$0	$0	$0
SUSAN STOHL	DIRECTOR	5.00	Director	$0	$0	$0
WADE BYERS	DIRECTOR	5.00	Director	$0	$0	$0
DENISE BROHOSLI	DIRECTOR	5.00	Director	$0	$0	$0
PAUL VAN ROON	SECRETARY	8.00	Officer Director	$0	$0	$0
MIRJAM METCALF	TREASURER	8.00	Officer Director	$0	$0	$0
WILLIAM ONEILL	PRESIDENT	10.00	Officer Director	$0	$0	$0
ROBERT LIDDELL	EXECUTIVE SECRETARY	8.00	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
2024	$415,726	$431,340	$198,896	$-15,614
2023	$345,946	$352,869	$344,237	$-6,923
2022	$446,087	$323,227	$306,034	$122,860
2020	$141,910	$160,316	$211,685	$-18,406
2019	$344,874	$318,695	$118,022	$26,179
2018	$139,130	$369,500	$117,779	$-230,370

LAKE OSWEGO ROTARY FOUNDATION INC