ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION (EIN 030343309) - 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

1994

Legal Domicile

Principal Officer

MARC GWINN

Phone

8022796311

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION, founded in 1994, is a micro nonprofit in the Education sector that reported $81K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $1.7M represent 251 months of operating reserves.

Mission

THE CHARITABLE FOUNDATION SUPPORTS THE ACTIVITIES OF THE LOCAL MONTPELIER, VT CHAPTER OF ROTARY INTERNATIONAL. THE FOUNDATION RAISES MONEY TO PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL SENIORS, GRANTS TO LOCAL NON-PROFITS, AND FOOD FOR INDIGENT ELEMENTARY SCHOOL STUDENTS.

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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 $33,373

Program Service Revenue $0

Investment Income $49,323

Other Revenue $-1,721

TOTAL REVENUE $80,975

Expense Breakdown

Grants Paid $86,732

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,732

Other Expenses $1,779

TOTAL EXPENSES $88,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,975	$73,768	+0.1%
Expenses	$88,511	$88,380	+0.0%
Net Income	$-7,536	$-14,612	-0.5%

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
WILLIAM MILES	PRESIDENT	6.00	Officer Director	$0	$0	$0
MARC GWINN	PRESIDENT EL	3.00	Officer Director	$0	$0	$0
KIM BENT	PAST PRESIDE	3.00	Officer Director	$0	$0	$0
JENNIFER GALFETTI	SECRETARY &T	5.00	Officer Director	$0	$0	$0
TIM HENEY	MEMBER	1.00	Director	$0	$0	$0
MELINDA VIEUX	MEMBER	2.00	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
2025	No data	No data	No data	No data
2024	$80,975	$88,511	$1,693,008	$-7,536
2023	$73,768	$88,380	$1,614,229	$-14,612
2022	$109,195	$100,491	$1,589,310	$8,704
2021	$123,934	$74,435	$1,791,055	$49,499
2020	$79,814	$81,359	$1,552,433	$-1,545

ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION