THE GREENWICH ROTARY FOUNDATION

EIN: 066082823 501(c)(3)

COS COB, CT

Total Revenue
$50,625
Total Expenses
$43,416
Total Assets
$553,350
Net Assets
$553,350
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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
CT
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.

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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%)

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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

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
44

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
1
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
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
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