NEW LONDON ROTARY FOUNDATION INC (EIN 061395784) - 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

1994

Legal Domicile

Principal Officer

ALAN LYON

Tax Period

2023-07-01 to 2024-06-30

NEW LONDON ROTARY FOUNDATION INC, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $48K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $9K, a strong 20% operating margin.

Mission

RAISE FUNDS TO BE GIVEN TO WORTHY CHARITABLE ENDEAVORS PREDOMINANTLY WITHIN THE NEW LONDON COMMUNITY, AND ALSO THROUGHOUT THE WORLD

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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 $6,607

Program Service Revenue $0

Investment Income $17,069

Other Revenue $24,479

TOTAL REVENUE $48,155

Expense Breakdown

Grants Paid $37,932

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,682

Other Expenses $750

TOTAL EXPENSES $38,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,155	$56,877	-0.2%
Expenses	$38,682	$23,590	+0.6%
Net Income	$9,473	$33,287	-0.7%

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
VICTORIA MUELLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALAN LYON	TREASURER	2.00	Officer Director	$0	$0	$0
BRIAN COLE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
ADRIANA GONZALES-COTTRELL	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE WEST	DIRECTOR	1.00	Director	$0	$0	$0
ANNA LATHROP	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
2025	No data	No data	No data	No data
2024	$48,155	$38,682	$566,891	$9,473
2023	$56,877	$23,590	$416,030	$33,287
2022	$71,274	$5,252	$385,765	$66,022
2020	$37,942	$13,343	$355,106	$24,599
2019	$160,612	$541,001	$302,603	$-380,389
2018	$184,301	$97,070	$691,376	$87,231

NEW LONDON ROTARY FOUNDATION INC