ROTARY CLUB MIDDLEBORO CHARITABLE … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

DAVID BRIDGWOOD

Phone

5089470522

Tax Period

2020-07-01 to 2021-06-30

ROTARY CLUB MIDDLEBORO CHARITABLE & EDUCATIONAL FOUNDATION INC, founded in 1994, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2020. The organization ran a surplus of $31K, a strong 70% operating margin.

Mission

EDUCATION AND COMMUNITY ASSISTANCE

Program Service Accomplishments

Program 1

Expenses: $1,950

PROVIDE SCHLORSHIPS TO FOUR STUDENTS LIVING WITHIN THE COMMUNITY. AWARDS ARE BASED ON ACADEMIC PERFORMANCE AND NEED.

Program 2

Expenses: $7,075

PROVIDE ASSISTANCE AND AWARENESS OF VARIOUS LOCAL EDUCATIONAL AND CHARITABLE 501 (C)(3) ORGANIZATIONS SUCH AS MIDDLEBORO H.S.; YMCA; AND ROTARY INTERNATIONAL.

Program 3

PROVIDES FUNDING FOR TARGETED TUTORING PROGRAM FOR STUDENTS WITH LOW STANDARDIZED TEST SCORES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,045

Program Service Revenue $0

Investment Income $35,846

Other Revenue $6,848

TOTAL REVENUE $43,739

Expense Breakdown

Grants Paid $8,825

Salaries & Benefits $0

Fundraising Expenses $1,741

Program Expenses $9,025

Other Expenses $4,092

TOTAL EXPENSES $12,917

Year-over-Year Comparison

	2020	2019	Change
Revenue	$43,739	N/A	N/A
Expenses	$12,917	N/A	N/A
Net Income	$30,822	N/A	N/A

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRIDGWOOD	TREASURER	N/A	Officer Director	$0	$0	$0
EMMA BRUCE	DIRECTOR	N/A	Director	$0	$0	$0
PETER REGAS	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT SAQUET	PRES & SECRE	N/A	Officer Director	$0	$0	$0
KEVIN QUAKENBUSH	VICE PRESIDE	N/A	Officer	$0	$0	$0
KEVIN SCHMIDT	PRESIDENT EL	N/A	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
2021	$43,739	$12,917	$220,726	$30,822

ROTARY CLUB MIDDLEBORO CHARITABLE & EDUCATIONAL FOUNDATION INC