Fairfield Rotary Club FoundationIn

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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

1965

Legal Domicile

Principal Officer

Richard J Huber

Tax Period

2023-07-01 to 2024-06-30

Fairfield Rotary Club FoundationIn, founded in 1965, is a micro nonprofit in the Public & Societal Benefit sector that reported $85K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 62% operating margin.

Mission

Statement of Organizations Primary Exempt Purpose

Program Service Accomplishments

Program 1

Expenses: $29,900

The Fairfield Rotary Foundation awards community grants to other non profit 501(c)(3) organizations tohelp them meet their exempt function purpose. During this year the Foundation awarded twenty six...

Program 2

Expenses: $1,350

4 Way Test awards are made to area high school students meeting the Service Above Self presentations.

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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 $26,405

Program Service Revenue $0

Investment Income $45,967

Other Revenue $12,136

TOTAL REVENUE $84,508

Expense Breakdown

Grants Paid $31,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,250

Other Expenses $1,248

TOTAL EXPENSES $32,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,508	$108,643	-0.2%
Expenses	$32,498	$85,335	-0.6%
Net Income	$52,010	$23,308	+1.2%

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
Joseph Worthington	Director	1.00	Director	$0	$0	$0
Steve Elworthy	Director	1.00	Director	$0	$0	$0
Kevin Lesko	Director	1.00	Director	$0	$0	$0
Sean Flynn	Director	1.00	Director	$0	$0	$0
Douglas Williams	Trustee	1.00	Director	$0	$0	$0
Renato Gasparian	Director	1.00	Director	$0	$0	$0
Ginny Greatsinger	Director	1.00	Director	$0	$0	$0
Rena Fortuna	Director	1.00	Director	$0	$0	$0
Chad Stewart	President	1.00	Officer	$0	$0	$0
Vance Hancock	Secretary	1.00	Officer	$0	$0	$0
Janet Barillari	Asst Treas	1.00	Officer	$0	$0	$0
Richard J Huber	Chairman Investment Comm	1.00	Officer	$0	$0	$0
Deborah Clancy	Treasurer	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
2024	$84,508	$32,498	$1,248,097	$52,010
2023	$108,643	$85,335	$1,110,121	$23,308
2022	$88,024	$81,702	$1,068,764	$6,322
2021	$91,424	$70,246	$1,193,059	$21,178