WEYMOUTH ROTARY FOUNDATION INC

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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

1996

Legal Domicile

Principal Officer

DONALD J GUSTAFSON

Phone

7813318811

Tax Period

2023-07-01 to 2024-06-30

WEYMOUTH ROTARY FOUNDATION INC, founded in 1996, is a micro nonprofit in the Community Improvement sector that reported $50K in total revenue in fiscal year 2023. Revenue surged 182% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 53% operating margin.

Mission

TO PROVIDE CHARITABLE CONTRIBUTIONS AND EDUCATIONAL SCHOLARSHIPS TO WELL ROUNDED STUDENTS WHO PERFORM WELL ACADEMICALLY AND EXHIBIT A WILLINGNESS TO VOLUNTEER HIS OR HER TIME TO THEIR COMMUNITY, RELIGIOUS OR NONPROFIT ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $20,000

TO PROVIDE CHARITABLE CONTRIBUTIONS AND EDUCATIONAL SCHOLARSHIPS TO WELL ROUNDED STUDENTS WHO PERFORM WELL ACADEMICALLY AND EXHIBIT A WILLINGNESS TO VOLUNTEER HIS OR HER TIME TO THEIR COMMUNITY...

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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 $36,350

Program Service Revenue $0

Investment Income $13,808

Other Revenue $0

TOTAL REVENUE $50,158

Expense Breakdown

Grants Paid $23,402

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,402

Other Expenses $35

TOTAL EXPENSES $23,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,158	$17,798	+1.8%
Expenses	$23,437	$63,079	-0.6%
Net Income	$26,721	$-45,281	-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

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
ROBERT LYNCH	DIRECTOR	10.00	Director	$0	$0	$0
DANA MYERS	DIRECTOR	10.00	Director	$0	$0	$0
ROBERT J TERRAVECCHIA	DIRECTOR	10.00	Director	$0	$0	$0
GREGORY F GALVIN	PRESIDENT	10.00	Officer	$0	$0	$0
DONALD J GUSTAFSON	TREASURER	10.00	Officer	$0	$0	$0
ARTHUR H SHARP	SECRETARY	10.00	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
2025	No data	No data	No data	No data
2024	$50,158	$23,437	$478,624	$26,721
2023	$17,798	$63,079	$427,330	$-45,281
2022	$63,875	$39,608	$463,346	$24,267
2021	$161,436	$18,302	$490,821	$143,134
2020	$22,440	$24,000	$347,687	$-1,560