NILES ROTARY FOUNDATION (EIN 942931147) - 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

1937

Legal Domicile

Principal Officer

STEVE LANDON

Phone

9256767060

Tax Period

2024-07-01 to 2025-06-30

NILES ROTARY FOUNDATION, founded in 1937, is a small nonprofit in the Community Improvement sector that reported $432K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 44% operating margin.

Mission

PROVIDE CHARITABLE SUPPORT TO THE COMMUNITY AND CHARITABLE ORGANIZATIONS.

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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 $225,895

Program Service Revenue $0

Investment Income $3,008

Other Revenue $203,200

TOTAL REVENUE $432,103

Expense Breakdown

Grants Paid $240,078

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,078

Other Expenses $830

TOTAL EXPENSES $240,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$432,103	$267,519	+0.6%
Expenses	$240,908	$104,040	+1.3%
Net Income	$191,195	$163,479	+0.2%

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

N/A

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
STEVE LANDON	PRESIDENT	4.00	Officer	$0	$0	$0
SANDRA YOUNG	TREASURER	4.00	Officer	$0	$0	$0
SARAH GEMSKI	SECRETARY	4.00	Officer	$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	$432,103	$240,908	$598,633	$191,195
2024	$267,519	$104,040	$407,438	$163,479
2023	$120,420	$127,001	$243,959	$-6,581
2022	$166,244	$25,586	$250,540	$140,658

NILES ROTARY FOUNDATION