Enfield Rotary Memorial Scholarship Foundation Inc (EIN 061066732) - 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

LUCIEN P BOLDUC

Phone

8607632351

Tax Period

2021-04-01 to 2022-03-31

Enfield Rotary Memorial Scholarship Foundation Inc, founded in 1982, is a micro nonprofit that reported $26K in total revenue in fiscal year 2021. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 44% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO ENFIELD RESIDENTS WHO ARE ENTERING THEIR JUNIOR OR SENIOR YEAR OF COLLEGE OR OTHER POST-HIGH SCHOOL EDUCATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $19,452

Program Service Revenue $0

Investment Income $6,081

Other Revenue $0

TOTAL REVENUE $25,533

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,000

Other Expenses $2,274

TOTAL EXPENSES $14,274

Year-over-Year Comparison

	2021	2020	Change
Revenue	$25,533	$16,817	+0.5%
Expenses	$14,274	$15,168	-0.1%
Net Income	$11,259	$1,649	+5.8%

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

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
LINDSEY WEBER	PRESIDENT	3.00	Officer Director	$0	$0	$0
LUCIEN BOLDUC	TREASURER	3.00	Officer Director	$0	$0	$0
ADRIAN GARCIA-SEGA	SECRETARY	3.00	Officer Director	$0	$0	$0
CYNTHIA MANGINI	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MILTON ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH FALLON	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
2022	$25,533	$14,274	$307,495	$11,259
2021	$16,817	$15,168	$293,981	$1,649
2020	$38,507	$15,496	$254,220	$23,011

Enfield Rotary Memorial Scholarship Foundation Inc