LUDLOW AREA ROTARY CHARITABLE FUND

EIN: 030367567 501(c)(3) Philanthropy & Grantmaking

LUDLOW, VT

Total Revenue
$603,747
Total Expenses
$574,537
Total Assets
$191,677
Net Assets
$179,510
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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

Tax Period
2023-07-01 to 2024-06-30

LUDLOW AREA ROTARY CHARITABLE FUND is a small nonprofit in the Philanthropy & Grantmaking sector that reported $604K in total revenue in fiscal year 2023. Revenue surged 1531% from the prior year, signaling strong growth momentum. Expenses of $575K left a modest 5% surplus.

Mission

PROMOTION OF CIVIC ACTIVITIES

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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 $564,771
Program Service Revenue $0
Investment Income $17,596
Other Revenue $21,380
TOTAL REVENUE $603,747

Expense Breakdown

Grants Paid $567,090
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $567,090
Other Expenses $7,447
TOTAL EXPENSES $574,537

Year-over-Year Comparison

2023 2022 Change
Revenue $603,747 $37,027 +15.3%
Expenses $574,537 $25,945 +21.1%
Net Income $29,210 $11,082 +1.6%
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

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Governance

Voting Members
8
Independent Members
N/A
Employees
N/A
Volunteers
35

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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHARON BIXBY Director 1.00
Director
$0 $0 $0
JIM RUMRILL Director 1.00
Director
$0 $0 $0
KEVIN BARNES Director 1.00
Director
$0 $0 $0
ART RANDOLPH Director 1.00
Director
$0 $0 $0
BRIGID SULLIVAN Director 1.00
Director
$0 $0 $0
BARBARA LEMIRE Secretary 1.00
Officer
$0 $0 $0
TOM RAY President 1.00
Officer
$0 $0 $0
KIM LAMPERT Treasurer 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
2024 $603,747 $574,537 $191,677 $29,210
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