ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION

EIN: 030343309 501(c)(3) Education

MONTPELIER, VT

Total Revenue
$80,975
Total Expenses
$88,511
Total Assets
$1,693,008
Net Assets
$1,693,008
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
VT
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.

Program Service Accomplishments

Program 1
Expenses: $47,000

SCHOLARSHIP PROGRAM - PROVIDED 47,000 IN SCHOLARSHIPS TO 11 MONTPELIER AND EAST MONTPELIER HIGH SCHOOL SENIORS WHO WILL BE ATTENDING COLLEGE FOR FOUR YEARS.

Program 2
Expenses: $19,344

BACKPACK PROGRAM - PURCHASED AND DISTRIBUTED FOOD ON A WEEKLY BASIS TO BETWEEN 76 AND 100 INDIGENT ELEMENTARY SCHOOL CHILDREN. DURING THE FISCAL YEAR, THIS PROGRAM PROVIDED OVER 2,399 BAGS OF FOOD TO...

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BACKPACK PROGRAM - PURCHASED AND DISTRIBUTED FOOD ON A WEEKLY BASIS TO BETWEEN 76 AND 100 INDIGENT ELEMENTARY SCHOOL CHILDREN. DURING THE FISCAL YEAR, THIS PROGRAM PROVIDED OVER 2,399 BAGS OF FOOD TO AREA CHILDREN.

Program 3
Expenses: $8,107

COAT DRIVE - THE ORGANIZATION RAISED MONEY AND WORKED WITH OTHER LOCAL NON PROFIT ORGANIZATIONS TO PURCHASE AND DISTRIBUTE 210 WINTER COATS TO NEEDY CHILDREN.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
20

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
4
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
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
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