STAMFORD ROTARY TRUST FUND

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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

1962

Legal Domicile

Principal Officer

MATTHEW STENDARDI

Phone

2033271313

Tax Period

2024-07-01 to 2025-06-30

STAMFORD ROTARY TRUST FUND, founded in 1962, is a small nonprofit in the Community Improvement sector that reported $766K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 31% operating margin.

Mission

EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS

Program Service Accomplishments

Program 1

Expenses: $113,672

EDUCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS WHO ARE RESIDENTS OF STAMFORD, STUDENT AWARDS, AND THE ADMINISTRATION OF THIS PROGRAM.

Program 2

Expenses: $371,808

CONTRIBUTIONS TO ORGANIZATIONS AND PROJECTS THAT EXCLUSIVELY SUPPORT EDUCATIONAL, CHARITABLE, SCIENTIFIC AND LITERARY PURPOSES THAT SERVE THE COMMUNITIES OF STAMFORD, GREENWICH, DARIEN AND NEW...

CONTRIBUTIONS TO ORGANIZATIONS AND PROJECTS THAT EXCLUSIVELY SUPPORT EDUCATIONAL, CHARITABLE, SCIENTIFIC AND LITERARY PURPOSES THAT SERVE THE COMMUNITIES OF STAMFORD, GREENWICH, DARIEN AND NEW CANAAN, CONNECTICUT. THESE CONTRIBUTIONS FALL INTO THREE CATEGORIES: 1) COMMUNITY GRANTS, 2) COMMUNITY/DISTRICT PROJECTS, AND 3) INTERNATIONAL/GLOBAL PROJECTS. PROGRAM EXPENSES ALSO INCLUDES THE ADMINISTRATION OF THIS PROGRAM.

Program 3

Expenses: $15,489

PROGRAMS AND PROJECTS SUPPORTED AND ADMINISTERED BY THE ROTARY TRUST FUND THAT SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING THE DICTIONARY PROJECT (PROVIDING DICTIONARIES TO STUDENTS IN THE...

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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 $699,141

Program Service Revenue $0

Investment Income $66,627

Other Revenue $0

TOTAL REVENUE $765,768

Expense Breakdown

Grants Paid $471,333

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500,969

Other Expenses $59,031

TOTAL EXPENSES $530,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$765,768	$602,283	+0.3%
Expenses	$530,364	$168,768	+2.1%
Net Income	$235,404	$433,515	-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

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
MATTHEW STENDARDI	TRUSTEE, CHAIRPERSON	1.00	Director	$0	$0	$0
ALICE KNAPP	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTOPHER FARRUGIO	TRUSTEE	0.50	Director	$0	$0	$0
ALEXANDRE NANCE SANTOS	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM TONE	TRUSTEE	0.50	Director	$0	$0	$0
ALLAN LANG	TREASURER	0.50	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	$765,768	$530,364	$2,237,646	$235,404
2024	No data	No data	No data	No data
2023	$589,394	$476,768	$1,306,086	$112,626
2022	$708,970	$408,767	$1,028,300	$300,203
2021	$600,863	$370,644	$948,335	$230,219
2019	$294,210	$400,626	$546,517	$-106,416
2018	$307,922	$316,886	$658,180	$-8,964