ATTLEBORO ROTARY CHARITIES FOUNDATION INC (EIN 043134510) - 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

1991

Legal Domicile

Principal Officer

RYAN C SHERMAN

Phone

5082223005

Tax Period

2023-01-01 to 2023-12-31

ATTLEBORO ROTARY CHARITIES FOUNDATION INC, founded in 1991, is a micro nonprofit in the Community Improvement sector that reported $42K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $447K represent 128 months of operating reserves.

Mission

FOSTER CHARITABLE AND EDUCATIONAL PROGRAMS FOR INDIVIDUALS AND ORGANIZATIONS PRIMARILY LOCATED IN ATTLEBORO AND NORTON MASSACHUSETTS.

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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 $6,285

Program Service Revenue $0

Investment Income $-5,386

Other Revenue $40,905

TOTAL REVENUE $41,804

Expense Breakdown

Grants Paid $34,919

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,243

Other Expenses $6,037

TOTAL EXPENSES $40,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,804	$60,457	-0.3%
Expenses	$40,956	$66,078	-0.4%
Net Income	$848	$-5,621	-1.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
THOMAS KELLY	Director	Director	$0	$0	$0
GERARD HICKMAN	Director	Director	$0	$0	$0
ALISSA HALL	Director	Director	$0	$0	$0
MATTHEW FLANAGAN	Director	Director	$0	$0	$0
AMANDA ADAMS	Past President	Director	$0	$0	$0
SCOTT JONES	Vice President	Director	$0	$0	$0
CHRISTOPHER SERVANT	Director	Director	$0	$0	$0
DONALD PIERCE	Director	Director	$0	$0	$0
WILLIAM KELLY	Director	Director	$0	$0	$0
EDWARD CASEY	Director	Director	$0	$0	$0
TODD RICHARDSON	Director	Director	$0	$0	$0
KENNETH BENOIT	Director	Director	$0	$0	$0
RYAN SHERMAN	Treasurer	Officer	$0	$0	$0
KATHI HAGUE	President	Officer	$0	$0	$0
JAMES JONES	Secretary	Officer	$0	$0	$0
SUSAN WILLIAMS	Director	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	No data	No data	No data	No data
2023	$41,804	$40,956	$447,406	$848
2022	$60,457	$66,078	$418,784	$-5,621
2021	$49,840	$23,384	$487,349	$26,456
2020	$84,928	$60,042	$434,017	$24,886
2019	$87,011	$71,338	$432,535	$15,673
2018	$104,194	$48,567	$389,505	$55,627

ATTLEBORO ROTARY CHARITIES FOUNDATION INC