SOUTH PORTLAND - CAPE ELIZABETH ROTARY CHARITABLE FUND (EIN 016141464) - 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

1996

Legal Domicile

Principal Officer

NANCY IRVING

Phone

2073188841

Tax Period

2022-07-01 to 2023-06-30

SOUTH PORTLAND - CAPE ELIZABETH ROTARY CHARITABLE FUND, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $134K in total revenue in fiscal year 2022. Expenses of $120K left a modest 10% surplus.

Mission

CHARITABLE COMMUNITY SERVICES

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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 (2022)

Revenue Breakdown

Contributions & Grants $73,315

Program Service Revenue $0

Investment Income $1,797

Other Revenue $58,655

TOTAL REVENUE $133,767

Expense Breakdown

Grants Paid $92,602

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,359

Other Expenses $27,445

TOTAL EXPENSES $120,047

Year-over-Year Comparison

	2022	2021	Change
Revenue	$133,767	N/A	N/A
Expenses	$120,047	N/A	N/A
Net Income	$13,720	$0	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

Employees

N/A

Volunteers

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
PETER BENNETT	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL TRANFAGLIA	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANIE BENTLEY	DIRECTOR	3.00	Director	$0	$0	$0
KILEY WILKENS-O'BRIEN	DIRECTOR	3.00	Director	$0	$0	$0
MATT MCALENEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BAGDASARIAN SR	DIRECTOR	2.00	Director	$0	$0	$0
JAMES BRITT	PRESIDENT	5.00	Officer	$0	$0	$0
EDMUND D MCDONALD	PRESIDENT-ELECT	3.00	Officer	$0	$0	$0
NANCY IRVING	VICE-PRESIDENT & TREASURER	6.00	Officer	$0	$0	$0
KATHY COTTER	SECRETARY	2.00	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
2023	$133,767	$120,047	$162,832	$13,720

SOUTH PORTLAND - CAPE ELIZABETH ROTARY CHARITABLE FUND