YORKTOWN ROTARY FOUNDATION

EIN: 202901292 501(c)(3) Philanthropy & Grantmaking

YORKTOWN, VA

Total Revenue
$12,958
Total Expenses
$25,146
Total Assets
$17,449
Net Assets
$17,449
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
VA
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 $33K in total revenue in fiscal year 2018. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 34% operating margin.

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
3

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL POPE TRUSTEE 0.00
Director
$0 $0 $0
TOM HUNTER TRUSTEE 0.00
Director
$0 $0 $0
RANDY PHILPOTT TREASURER 0.00
Officer Director
$0 $0 $0
HARRY FAGAN SECRETARY 0.00
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
2020 $12,958 $25,146 $17,449 $-12,188
2019 $33,183 $21,979 $29,637 $11,204
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