Philanthropy & Grantmaking (T70) IRS Verified DX Registered 990 on File

LAKE FOREST-LAKE BLUFF MORNING ROTARY CLUB FOUNDATION

EIN: 36-4170404 · LAKE FOREST, IL 60045-0168 · United States · FY 2025 Data

3 out of 5 54 / 100 Based on 2+ years of filings

Financial strength (30%) 82/100

Reliability (20%) 55/100

Effectiveness (25%) 73/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

To provide financial support to the Rotary Club of Lake Forest Lake Bluff in the following activities: International Youth Exchange; Community Service Projects; Student Scholarship and Recognition Programs; National and International Service Projects

Financial Overview — FY 2025

$62K

Total Revenue

$44K

Total Expenses

$425K

Net Assets

N/A

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 88.0%

Fundraising Efficiency N/A

Operating Reserve 115.81x

Liability-to-Asset N/A

Revenue Diversification 84.3%

Compared with Peers

FY 2025

Compared with 11,336 similar organizations (United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	88.0%	86.1%	P10P90	Above median
Operating reserve Months of expenses covered by net assets · higher is better	115.8 mo	119.9 mo	P10P90	Below median
Revenue concentration Share of revenue from the largest source · lower is better	84.3%	92.1%	P10P90	Above median
Revenue growth Year over year revenue growth	5.4%	5.1%	P10P90
Expense growth Year over year expense growth	26.8%	2.6%	P10P90
Surplus margin Surplus as a share of revenue	28.9%	11.2%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$62K	$44K	$425K	88.0%	—
2024	$59K	$35K	$375K	81.8%	—
2023	$43K	$54K	$319K	85.6%	—
2022	$87K	$37K	$310K	81.9%	—
2021	$58K	$32K	N/A	—	1

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Organization Details

EIN: 36-4170404
State: IL
City: LAKE FOREST
ZIP: 60045-0168
Classification: T70
Category: Philanthropy & Grantmaking
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1997
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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