GOSHEN ROTARY SCHOLARSHIP FOUNDATIO (EIN 061352671) - 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

TOM GRIMALDI

Phone

8458207898

Tax Period

2024-07-01 to 2025-06-30

GOSHEN ROTARY SCHOLARSHIP FOUNDATIO, founded in 1991, is a micro nonprofit that reported $62K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 40% operating margin.

Mission

SCHOLARSHIP AWARDS

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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 (2024)

Revenue Breakdown

Contributions & Grants $25,350

Program Service Revenue $0

Investment Income $36,964

Other Revenue $0

TOTAL REVENUE $62,314

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,000

Other Expenses $252

TOTAL EXPENSES $37,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,314	$38,383	+0.6%
Expenses	$37,252	$36,516	+0.0%
Net Income	$25,062	$1,867	+12.4%

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
ROLLAND PEACOCK	VICE PRESIDENT	2.00	Director	$0	$0	$0
RON KLIEVERIK	SECRETARY	2.00	Director	$0	$0	$0
THOMAS GUARINA	PRESIDENT	2.00	Director	$0	$0	$0
TOM GRIMALDI	TREASURER	2.00	Officer 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	$62,314	$37,252	$1,081,995	$25,062
2024	$38,383	$36,516	$976,266	$1,867
2023	$41,631	$25,802	$896,708	$15,829
2022	$43,118	$29,479	$854,715	$13,639
2021	$66,860	$29,745	$919,238	$37,115
2020	$39,129	$26,981	$732,504	$12,148
2019	$37,277	$23,535	$781,200	$13,742
2018	$36,424	$20,870	$738,279	$15,554

GOSHEN ROTARY SCHOLARSHIP FOUNDATIO