THE FOUNDATION OF THE ROTARY CLUB … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

LIBBY HOLLAHAN

Phone

9146301552

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION OF THE ROTARY CLUB OF WHITE PLAINS NY, founded in 1963, is a micro nonprofit in the Education sector that reported $85K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $33K, a strong 39% operating margin.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS AND OTHER CHARITABLE PURPOSES

Program Service Accomplishments

Program 1

Expenses: $28,265

COLLEGE SCHOLARSHIPS TO INDIVIDUALS. THE FOUNDATION COMMITTEE OF THE ROTARY CLUB RECOMMENDS AND DIRECTS THE TRUSTEES OF THE FOUNDATION TO MAKE DISBURSEMENT FOR THE PROVISION OF SCHOLARSHIPS TO HIGH...

Program 2

Expenses: $14,742

COMMUNITY GRANTS. THE COMMUNITY PROJECTS COMMITTEE OF THE ROTARY CLUB MAKES RECOMMENDATIONS TO THE FOUNDATION COMMITTEE FOR THE PROVISION OF COMMUNITY GRANTS TO ORGANIZATIONS IN THE WHITE PLAINS, NY...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,213

Program Service Revenue $0

Investment Income $53,878

Other Revenue $5,601

TOTAL REVENUE $84,692

Expense Breakdown

Grants Paid $43,007

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,007

Other Expenses $8,984

TOTAL EXPENSES $51,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,692	$76,985	+0.1%
Expenses	$51,991	$60,930	-0.1%
Net Income	$32,701	$16,055	+1.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
LIBBY HOLLAHAN	PRESIDENT	N/A	Officer	$0	$0	$0
PAUL BERGINS	TRUSTEE	N/A		$0	$0	$0
MICHAEL GRAESSLE	TRUSTEE	N/A		$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	$84,692	$51,991	$861,006	$32,701
2024	$76,985	$60,930	$773,271	$16,055
2023	$68,441	$72,681	$711,087	$-4,240
2022	$62,150	$70,901	$720,633	$-8,751
2021	$56,182	$41,084	$779,156	$15,098
2020	$114,344	$62,350	$693,068	$51,994

THE FOUNDATION OF THE ROTARY CLUB OF WHITE PLAINS NY