WINCHESTER ROTARY CHARITABLE FUND INC (EIN 042772656) - 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

1982

Legal Domicile

Principal Officer

JANE ERRICO

Phone

6179743620

Tax Period

2023-07-01 to 2024-06-30

WINCHESTER ROTARY CHARITABLE FUND INC, founded in 1982, is a micro nonprofit in the Community Improvement sector that reported $97K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 19% operating margin.

Mission

PROMOTING WORLD UNDERSTANDING THROUGH HUMANITARIAN SERVICE, EDUCATIONAL AND CULTURAL EXCHANGES.

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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 $11,370

Program Service Revenue $0

Investment Income $23,877

Other Revenue $61,856

TOTAL REVENUE $97,103

Expense Breakdown

Grants Paid $59,908

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,919

Other Expenses $18,661

TOTAL EXPENSES $78,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,103	$149,537	-0.4%
Expenses	$78,569	$74,344	+0.1%
Net Income	$18,534	$75,193	-0.8%

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
JEFFREY WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
JANE ERRICO	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE HEFFERON	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW GENTZOW	DIRECTOR	1.00	Director	$0	$0	$0
RICH MUCCI	DIRECTOR	1.00	Director	$0	$0	$0
GRANT LEUNG	DIRECTOR	1.00	Director	$0	$0	$0
PAULA MICHIENZI	PRESIDENT	4.00	Officer Director	$0	$0	$0
STEPHEN MIX	DIRECTOR	1.00	Director	$0	$0	$0
LINDA DOUCETTE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LONG	DIRECTOR	1.00	Director	$0	$0	$0
BRAIN LAPOINTE	DIRECTOR	1.00	Director	$0	$0	$0
KURT HEISLER	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA KORTA	DIRECTOR	1.00	Director	$0	$0	$0
MARNEE WALSH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SLOAN	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
2025	No data	No data	No data	No data
2024	$97,103	$78,569	$792,399	$18,534
2023	$149,537	$74,344	$703,958	$75,193
2022	$60,157	$57,592	$577,131	$2,565
2021	$30,170	$76,272	$661,227	$-46,102
2020	$32,573	$99,219	$540,356	$-66,646
2019	$81,371	$83,403	$613,872	$-2,032

WINCHESTER ROTARY CHARITABLE FUND INC