THE BRIDGEPORT ROTARY CLUB FOUNDATION INC

EIN: 205655260 501(c)(3) Philanthropy & Grantmaking

SHELTON, CT

Total Revenue
$240,253
Total Expenses
$492,555
Total Assets
$5,267,281
Net Assets
$5,261,281
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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
2006
Legal Domicile
CT
Principal Officer
CHRISTOPHER GALLO CPA
Phone
2038951454
Tax Period
2019-07-01 to 2020-06-30

THE BRIDGEPORT ROTARY CLUB FOUNDATION INC, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $240K in total revenue in fiscal year 2019. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $493K exceeded revenue, resulting in a 105% operating deficit.

Mission

The mission of this organization is to provide support by contributing in community programs in need of social, financial, educational, healthcare & emergency relief

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $42,790
Program Service Revenue $0
Investment Income $181,326
Other Revenue $16,137
TOTAL REVENUE $240,253

Expense Breakdown

Grants Paid $456,502
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $456,502
Other Expenses $36,053
TOTAL EXPENSES $492,555

Year-over-Year Comparison

2019 2018 Change
Revenue $240,253 $184,483 +0.3%
Expenses $492,555 $491,638 +0.0%
Net Income $-252,302 $-307,155 -0.2%
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

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Governance

Voting Members
9
Independent Members
9
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
0
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN COTTRELL PRESIDENT 1225 WELLS PL, STRATFORD, CT 06615 0.25
Director
$0 $0 $0
CHRIS GALLO TREASURER 16 CENTERVIEW DR, SHELTON, CT 06484 1.00
Director
$0 $0 $0
ED DAVIES SECRETARY 12 WHALLEY AVE, MILFORD, CT 06460 0.25
Director
$0 $0 $0
THOMAS ERRICHETTI ASST TREASURER 85 ACTON RD, BPT, CT 06606 0.25
Director
$0 $0 $0
ANNE GRIBBON TRUSTEE 40 BUTTERNUT LN, STRATFORD, CT 06614 0.25
Director
$0 $0 $0
CRYSTAL ENGRAM TRUSTEE ONE CROSS ST., BPT, CT 06610 0.25
Director
$0 $0 $0
ROBERT HANNIFAN TRUSTEE 44 HACKLEY ST., BPT, CT 06605 0.25
Director
$0 $0 $0
JATIN MEHTA TRUSTEE 32 SOUTHPORT WOODS, SOUTHPORT, CT 06890 0.25
Director
$0 $0 $0
CAROLYN VERMONT TRUSTEE 90 DODD AVE., BPT, CT 06606 0.25
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
2020 $240,253 $492,555 $5,267,281 $-252,302
2019 $184,483 $491,638 $5,474,026 $-307,155
2018 $237,211 $514,407 $5,675,204 $-277,196
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