MetroBethesda Rotary Foundation Inc

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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

2007

Legal Domicile

Principal Officer

Daniel Fischer

Phone

2403954500

Tax Period

2022-07-01 to 2023-06-30

MetroBethesda Rotary Foundation Inc, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2022. Revenue surged 444% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 6% surplus.

Mission

To enourage membership education, fellowship, leadership and awareness and foster the ideal of service through vocational, community and international grants

Program Service Accomplishments

Program 1

Expenses: $1,008,125 Revenue: $1,010,228

Purchase and ship medical supplies for Ukraine.

Program 2

Expenses: $116,179 Revenue: $140,006

Domestic and international grants to organizations.

Program 3

Expenses: $3,500 Revenue: $3,500

Scholarships to Montgomery county students

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,153,893

Program Service Revenue $0

Investment Income $13,472

Other Revenue $42,525

TOTAL REVENUE $1,209,890

Expense Breakdown

Grants Paid $1,124,304

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,127,804

Other Expenses $8,839

TOTAL EXPENSES $1,133,143

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,209,890	$222,474	+4.4%
Expenses	$1,133,143	$218,862	+4.2%
Net Income	$76,747	$3,612	+20.2%

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
Ellen Singer	Co-President	12.00	Officer	$0	$0	$0
Archana Uppal	Co-President	12.00	Officer	$0	$0	$0
Ayse Orellana	Secretary	12.00	Officer	$0	$0	$0
Daniel Fischer	Treasurer	12.00	Officer	$0	$0	$0
Karl Miller	Director	4.00	Director	$0	$0	$0
Laurei Sloss	Director	4.00	Director	$0	$0	$0
Barton Goldberg	Director	4.00	Director	$0	$0	$0
Stephanie Lowet	Director	4.00	Director	$0	$0	$0
Ericka Dickstein	Director	4.00	Director	$0	$0	$0
Craig Smalls	Director	4.00	Director	$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	No data	No data	No data	No data
2023	$1,209,890	$1,133,143	$248,703	$76,747
2022	$222,474	$218,862	$171,956	$3,612