SOUTHAMPTON ROTARY CLUB SCHOLARSHI… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

ROSANE CASSELLA

Phone

6312592700

Tax Period

2025-01-01 to 2025-12-31

SOUTHAMPTON ROTARY CLUB SCHOLARSHIP & ENDOWMENT FUND INC, founded in 1995, is a micro nonprofit in the Education sector that reported $83K in total revenue in fiscal year 2025. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 31% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO AWARD SCHOLARSHIPS TO GRADUATING SENIORS FROM SOUTHAMPOTN HIGH SCHOOL WHO PLAN TO CONTINUE THEIR EDUCATION. IN ADDITION, THE ORGANIZATION WILL DISTRIBUTE MONEY TO LOCAL AND INTERNATIONAL NEEDY ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $18,000

SCHOLARSHIPS AWARDED TO GRADUATING SENIORS OF SHOUTHAMPTON HIGH SCHOOL.

Program 2

Expenses: $34,634

DONATIONS TO OTHER CHARITABLE AND COMMUNITY 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 (2025)

Revenue Breakdown

Contributions & Grants $10,430

Program Service Revenue $0

Investment Income $23,612

Other Revenue $49,064

TOTAL REVENUE $83,106

Expense Breakdown

Grants Paid $41,337

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,634

Other Expenses $16,065

TOTAL EXPENSES $57,402

Year-over-Year Comparison

	2025	2024	Change
Revenue	$83,106	$64,751	+0.3%
Expenses	$57,402	$47,859	+0.2%
Net Income	$25,704	$16,892	+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
PAUL CASSELLA	TREASURER	5.00	Officer	$0	$0	$0
ROSANE CASSELLA	PRESIDENT	5.00	Officer	$0	$0	$0
LYNDA DIBENEDETTO	SECRETARY	5.00	Officer	$0	$0	$0
JAMES GROSSI	VICE PRESIDE	5.00	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
2025	$83,106	$57,402	$649,291	$25,704
2024	No data	No data	No data	No data
2023	$100,272	$55,838	$518,042	$44,434
2022	$114,868	$40,950	$416,046	$73,918
2021	$74,983	$33,555	$411,032	$41,428
2020	$89,888	$44,485	$367,517	$45,403
2019	$51,151	$56,692	$295,931	$-5,541
2018	$77,498	$25,920	$271,663	$51,578

SOUTHAMPTON ROTARY CLUB SCHOLARSHIP & ENDOWMENT FUND INC