Rotary Club of Hamden Foundation Inc (EIN 061416984) - 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

Betsy Gorman

Phone

2034982932

Tax Period

2022-07-01 to 2023-06-30

Rotary Club of Hamden Foundation Inc, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $34K in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $90K exceeded revenue, resulting in a 164% operating deficit.

Mission

Educational & charitable opportunities for rotarians and students

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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 (2022)

Revenue Breakdown

Contributions & Grants $17,601

Program Service Revenue $0

Investment Income $16,560

Other Revenue $0

TOTAL REVENUE $34,161

Expense Breakdown

Grants Paid $36,830

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,297

Other Expenses $53,470

TOTAL EXPENSES $90,300

Year-over-Year Comparison

	2022	2021	Change
Revenue	$34,161	$31,543	+0.1%
Expenses	$90,300	$43,257	+1.1%
Net Income	$-56,139	$-11,714	+3.8%

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

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
John Nolan	Director	1.0	Director	$0	$0	$0
Paul H Begemann	Director	1.0	Director	$0	$0	$0
Magdalena Alban	Director	1.0	Director	$0	$0	$0
Elisabeth Gorman	Director	1.0	Director	$0	$0	$0
Lee Campo	Treasurer	5.0	Officer	$0	$0	$0
Mohammad Elahee	President	5.0	Officer	$0	$0	$0
Lynn Campo	Secretary	5.0	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	No data	No data	No data	No data
2023	$34,161	$90,300	$615,517	$-56,139
2022	$31,543	$43,257	$626,656	$-11,714
2021	$69,914	$42,977	$741,886	$26,937
2020	$29,191	$29,331	$623,498	$-140
2019	$46,721	$62,196	$622,749	$-15,475

Rotary Club of Hamden Foundation Inc