ROTARY CLUB OF WETHERSFIELD HELPING HAND FUND (EIN 066058697) - 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

1949

Legal Domicile

Principal Officer

DAVID H ANGLISS

Phone

8602574611

Tax Period

2024-06-01 to 2025-05-31

ROTARY CLUB OF WETHERSFIELD HELPING HAND FUND, founded in 1949, is a small nonprofit that reported $115K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $583K represent 61 months of operating reserves.

Mission

GRANT SCHOLARSHIPS

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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 $88,804

Program Service Revenue $0

Investment Income $26,525

Other Revenue $0

TOTAL REVENUE $115,329

Expense Breakdown

Grants Paid $112,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,000

Other Expenses $8,968

TOTAL EXPENSES $120,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,329	$92,953	+0.2%
Expenses	$120,968	$103,254	+0.2%
Net Income	$-5,639	$-10,301	-0.5%

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
DAVID JEPSON	DIRECTOR	N/A	Director	$0	$0	$0
DEBORAH ROSE	DIRECTOR	N/A	Director	$0	$0	$0
DAVID H ANGLISS	PRESIDENT/TR	N/A	Officer	$0	$0	$0
JAMES CLANCY	SECRETARY	N/A	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	$115,329	$120,968	$841,426	$-5,639
2024	$92,953	$103,254	$865,065	$-10,301
2023	$104,209	$109,672	$859,366	$-5,463
2022	$104,007	$99,378	$878,079	$4,629
2021	$95,694	$75,739	$856,200	$19,955
2020	$88,295	$67,123	$783,495	$21,172
2019	$118,239	$59,308	$745,073	$58,931

ROTARY CLUB OF WETHERSFIELD HELPING HAND FUND