Wakefield Rotary Charitable Foundat

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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

1997

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Wakefield Rotary Charitable Foundat, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $105K in total revenue in fiscal year 2023. The organization ran a surplus of $62K, a strong 59% operating margin.

Mission

Educational and Charitable Grants

Program Service Accomplishments

Program 1

Expenses: $21,400

The Wakefield Rotary Charitable Foundation uses its resources to assist local charitable organizations.

Program 2

Expenses: $11,888

the wakefield Rotary Charitable Foundation uses its resources to assist carefull vetted international charities.

Program 3

Expenses: $1,000

The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease.

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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 $19,250

Program Service Revenue $0

Investment Income $86,053

Other Revenue $0

TOTAL REVENUE $105,303

Expense Breakdown

Grants Paid $34,288

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,288

Other Expenses $8,926

TOTAL EXPENSES $43,214

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,303	$102,556	+0.0%
Expenses	$43,214	$11,763	+2.7%
Net Income	$62,089	$90,793	-0.3%

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
Russell Bertrand	Chair	2.00	Officer	$0	$0	$0
Harvey Whitley	Director	1.00	Officer	$0	$0	$0
James W Blackerby	Treasurer	1.00	Officer	$0	$0	$0
Laurie Horton	Secetary	1.00	Officer	$0	$0	$0
Sandra Cutting	Director	1.00	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	$105,303	$43,214	$762,100	$62,089
2023	$102,556	$11,763	$700,011	$90,793
2022	$25,480	$10,804	$609,218	$14,676
2021	$31,523	$35,442	$677,896	$-3,919
2020	$12,152	$42,441	$537,804	$-30,289
2019	$13,760	$43,874	$563,785	$-30,114