Frederick B Rutter Memorial Inc c/o Calogero & Associates LLC (EIN 150577245) - 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

1955

Legal Domicile

Principal Officer

William F Locke

Phone

3157354437

Tax Period

2024-01-01 to 2024-12-31

Frederick B Rutter Memorial Inc c/o Calogero & Associates LLC, founded in 1955, is a micro nonprofit in the Youth Development sector that reported $53K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 26% operating margin.

Mission

To provide a building for the Boy Scouts of America in Utica NY.

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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 $26,371

Program Service Revenue $0

Investment Income $27,061

Other Revenue $0

TOTAL REVENUE $53,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,113

Other Expenses $39,571

TOTAL EXPENSES $39,571

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,432	$74,192	-0.3%
Expenses	$39,571	$104,350	-0.6%
Net Income	$13,861	$-30,158	-1.5%

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

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
Jack Brunner	Director	0.00	Director	$0	$0	$0
Marybeth McCall	Director	0.00	Director	$0	$0	$0
William Kline	Director	0.00	Director	$0	$0	$0
William F Locke	President	1.00	Officer	$0	$0	$0
Mike Wade	Treasurer	0.50	Officer	$0	$0	$0
Leon Debernardis	Secretary	0.50	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
2024	$53,432	$39,571	$942,360	$13,861
2023	$74,192	$104,350	$873,301	$-30,158
2022	$9,902	$137,278	$833,216	$-127,376
2021	$37,920	$22,566	$1,105,930	$15,354
2020	$29,746	$26,196	$1,027,932	$3,550
2019	$61,294	$53,670	$976,782	$7,624
2018	$59,157	$77,885	$901,589	$-18,728

Frederick B Rutter Memorial Inc c/o Calogero & Associates LLC