THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST (EIN 110032110) - 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

1990

Legal Domicile

Principal Officer

ROGER A CABRAL

Phone

5083366162

Tax Period

2024-07-01 to 2025-06-30

THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST, founded in 1990, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $66K in total revenue in fiscal year 2024. The organization ran a surplus of $19K, a strong 28% operating margin.

Mission

SUPPORT OF LOCAL CHARITABLE ORGANIZATIONS

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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 $11,703

Program Service Revenue $0

Investment Income $22,705

Other Revenue $31,941

TOTAL REVENUE $66,349

Expense Breakdown

Grants Paid $45,398

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,398

Other Expenses $2,061

TOTAL EXPENSES $47,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,349	$68,589	0.0%
Expenses	$47,459	$53,282	-0.1%
Net Income	$18,890	$15,307	+0.2%

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

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
ROGER CABRAL	PRESIDENT	0.25	Officer Director	$0	$0	$0
M PAULA RAPOSA	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
PATRICIA ROBERTSON	SECRETARY	0.25	Officer Director	$0	$0	$0
JENNIFER VINCENT	TREASURER	0.50	Officer Director	$0	$0	$0
MARTA MONTLEON	BOARD MEMBER	0.00	Director	$0	$0	$0
LORRAINE TRAVERS	BOARD MEMBER	0.00	Director	$0	$0	$0
WILLIAM ALLEN	BOARD MEMBER	0.00	Director	$0	$0	$0
CHARLENE JAREST	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH FAY	BOARD MEMBER	0.00	Director	$0	$0	$0
HARVEY TRIEFF	BOARD MEMBER	0.00	Director	$0	$0	$0
DARCY LEE	BOARD MEMBER	0.00	Director	$0	$0	$0
LISA LEBREUX	BOARD MEMBER	0.00	Director	$0	$0	$0
JENNIFER PRESTON	BOARD MEMBER	0.00	Director	$0	$0	$0
NANCY VANASSE	BOARD MEMBER	0.00	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	$66,349	$47,459	$955,763	$18,890
2024	$68,589	$53,282	$876,522	$15,307
2023	$55,022	$59,562	$780,736	$-4,540
2022	$50,924	$52,601	$735,948	$-1,677
2021	$80,901	$87,267	$843,398	$-6,366
2020	$94,518	$61,478	$721,145	$33,040

THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST