THE GREENWICH ROTARY FOUNDATION

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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

1966

Legal Domicile

Phone

2036375531

Tax Period

2024-07-01 to 2025-06-30

THE GREENWICH ROTARY FOUNDATION, founded in 1966, is a micro nonprofit that reported $51K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $43K left a modest 14% surplus.

Mission

RAISING FUNDS VIA FUNDRAISING EVENTS AND THE RECEIPT OF DONATED FUNDS.THEN DISTRIBUTING THE FUNDS TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS AND INDIVIDUALS BASED UPON NEED AND MERIT.

Program Service Accomplishments

Program 1

Expenses: $41,835 Revenue: $50,625

MONEY RAISED AND CHARITABLE DONATIONS RECEIVED BY THE FOUNDATION. THE FOUNDATION THEN DISBURSED FUNDS TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS AND QUALIFIED INDIVIDUALS IN ACCORDANCE WITH...

MONEY RAISED AND CHARITABLE DONATIONS RECEIVED BY THE FOUNDATION. THE FOUNDATION THEN DISBURSED FUNDS TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS AND QUALIFIED INDIVIDUALS IN ACCORDANCE WITH EVALUATION POLICIES AND PROCEDURES ESTABLISHED BY THE GREENWICH ROTARY FOUNDATION MEMBERS.

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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 $50,625

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $50,625

Expense Breakdown

Grants Paid $38,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,835

Other Expenses $5,316

TOTAL EXPENSES $43,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,625	$39,215	+0.3%
Expenses	$43,416	$34,088	+0.3%
Net Income	$7,209	$5,127	+0.4%

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

N/A

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
LEONARD SZCZESNY	CHAIRMAN	5.00	Officer Director	$0	$0	$0
JAMES BOARDMAN	TRUSTEE	5.00	Director	$0	$0	$0
ANGELA HYLAND	TRUSTEE	5.00	Director	$0	$0	$0
GEOFFREY PARKINSON	TRUSTEE	5.00	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	$50,625	$43,416	$553,350	$7,209
2024	$39,215	$34,088	$503,299	$5,127