YORKTOWN ROTARY FOUNDATION

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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

2005

Legal Domicile

Principal Officer

RANDY PHILPOTT

Phone

7573343284

Tax Period

2019-07-01 to 2020-06-30

YORKTOWN ROTARY FOUNDATION, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $13K in total revenue in fiscal year 2019. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $25K exceeded revenue, resulting in a 94% operating deficit.

Mission

To provide scholarship awards to the worthy graduating seniors of York County high schools. To provide support for community youth activities and charitable organizations in support of the mission of the Rotary Club of Yorktown.

Program Service Accomplishments

Program 1

Expenses: $7,500 Revenue: $0

Provided scholarship awards to area high school graduates

Program 2

Expenses: $0 Revenue: $0

Support for Refugio De Los Suenos in Quito Equidor

Program 3

Expenses: $17,446 Revenue: $0

Support of other civic and local 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 (2019)

Revenue Breakdown

Contributions & Grants $3,872

Program Service Revenue $0

Investment Income $0

Other Revenue $9,086

TOTAL REVENUE $12,958

Expense Breakdown

Grants Paid $23,028

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,946

Other Expenses $2,118

TOTAL EXPENSES $25,146

Year-over-Year Comparison

	2019	2018	Change
Revenue	$12,958	$33,183	-0.6%
Expenses	$25,146	$21,979	+0.1%
Net Income	$-12,188	$11,204	-2.1%

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	Role	Reportable Comp	Other Comp	Total
BILL POPE	TRUSTEE	Director	$0	$0	$0
TOM HUNTER	TRUSTEE	Director	$0	$0	$0
RANDY PHILPOTT	TREASURER	Officer Director	$0	$0	$0
HARRY FAGAN	SECRETARY	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
2020	$12,958	$25,146	$17,449	$-12,188
2019	$33,183	$21,979	$29,637	$11,204