Boothbay Harbor Rotary Club Founda… - Form 990 Financial Data

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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

Legal Domicile

Phone

2076335666

Tax Period

2021-07-01 to 2022-06-30

Boothbay Harbor Rotary Club Foundation I is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2021. The organization ran a surplus of $133K, a strong 80% operating margin.

Mission

Alleviating poverty through grants to non-profit organizations. Improving Community life through grants to local non-profit organizations

Program Service Accomplishments

Program 1

Expenses: $39,858

Support and education to individual local students and local charities to help improve the community

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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 (2021)

Revenue Breakdown

Contributions & Grants $165,818

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $165,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,611

Program Expenses $39,858

Other Expenses $32,774

TOTAL EXPENSES $32,774

Year-over-Year Comparison

	2021	2020	Change
Revenue	$165,818	N/A	N/A
Expenses	$32,774	N/A	N/A
Net Income	$133,044	N/A	N/A

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

N/A

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
Jeff long	President	1.00	Director	$0	$0	$0
Lee M Thompson	Director	1.00	Director	$0	$0	$0
Deb Graves	Director	1.00	Director	$0	$0	$0
Bruce Harris	President Elect	1.00	Director	$0	$0	$0
Tory Paxson	Vice President	1.00	Director	$0	$0	$0
Bill Prince	Treasurer	1.00	Director	$0	$0	$0
Thomas Marston	Secretary	1.00	Director	$0	$0	$0
Lori Zimmerli	Director	1.00	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
2022	$165,818	$32,774	$469,168	$133,044

Boothbay Harbor Rotary Club Foundation I