WEST HAVEN ROTARY CLUB FOUNDATION INC C/O JOHN F ONOFRIO (EIN 061567364) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

JOHN F ONOFRIO

Phone

2038485598

Tax Period

2024-07-01 to 2025-06-30

WEST HAVEN ROTARY CLUB FOUNDATION INC C/O JOHN F ONOFRIO, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $108K in total revenue in fiscal year 2024. Revenue surged 998% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 88% operating margin.

Mission

TO MAINTAIN AND PROMOTE A FUND WHICH SUPPORTS CHARITABLE AND EDUCATIONAL PROGRAMS WHICH BENEFIT COMMUNITIES WITHIN ROTARY DISTRICT 7980 (WEST HAVEN) OR WHICH PROGRAMS ARE ENDORSED BY ROTARY DISTRICT 7980 OR ROTARY INTERNATIONAL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $0

Investment Income $105,410

Other Revenue $0

TOTAL REVENUE $108,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,793

Other Expenses $12,793

TOTAL EXPENSES $12,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,410	$9,869	+10.0%
Expenses	$12,793	$10,685	+0.2%
Net Income	$95,617	$-816	-118.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ROGER FUNK	DIRECTOR	1.00	Officer Director	$0	$0	$0
JIM OBRIEN	DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN F ONOFRIO	TREASURER	1.00	Officer Director	$0	$0	$0
COLLEEN BAILE	DIRECTOR	1.00	Officer Director	$0	$0	$0
ROLAND DEPEW	DIRECTOR	1.00	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	$108,410	$12,793	$307,500	$95,617
2024	$9,869	$10,685	$273,978	$-816
2023	$15,533	$8,750	$253,178	$6,783
2022	$25,730	$9,458	$223,251	$16,272
2021	$29,086	$28,900	$290,573	$186
2020	$38,009	$32,754	$224,715	$5,255
2019	$21,327	$73,292	$219,968	$-51,965

WEST HAVEN ROTARY CLUB FOUNDATION INC C/O JOHN F ONOFRIO