WOODBRIDGE ROTARY SCHOLARSHIP FOUNDATION INC (EIN 222925024) - 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

1989

Legal Domicile

Principal Officer

ISABEL C MUNOZ

Phone

7324421771

Tax Period

2023-01-01 to 2023-12-31

WOODBRIDGE ROTARY SCHOLARSHIP FOUNDATION INC, founded in 1989, is a micro nonprofit in the Community Improvement sector that reported $62K in total revenue in fiscal year 2023. Revenue surged 464% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 34% operating margin.

Mission

AWARDS OF SCHOLARSHIPS AND RELATED EXPENSES TO WOODBRIDGE RESIDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $62,203

Other Revenue $0

TOTAL REVENUE $62,203

Expense Breakdown

Grants Paid $34,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,599

Other Expenses $7,136

TOTAL EXPENSES $41,236

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,203	$11,026	+4.6%
Expenses	$41,236	$174,530	-0.8%
Net Income	$20,967	$-163,504	-1.1%

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

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
MARTA DARDEN	DIRECTOR	N/A	Director	$0	$0	$0
JOCELIN DELACRUZ	DIRECTOR	N/A	Director	$0	$0	$0
MONICA EPPINGER	DIRECTOR	N/A	Director	$0	$0	$0
CAYETANO FARCON	DIRECTOR	N/A	Director	$0	$0	$0
AMY KRYSIENSKI	DIRECTOR	N/A	Director	$0	$0	$0
RAY M ZIRPOLO	DIRECTOR	N/A	Director	$0	$0	$0
ISABEL C MUNOZ	PRESIDENT	2.00	Officer	$0	$0	$0
FRAN RYAN	TREASURER 20	2.00	Officer	$0	$0	$0
STEVE YOUNGMAN	SECRETARY	2.00	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
2024	No data	No data	No data	No data
2023	$62,203	$41,236	$583,352	$20,967
2022	$11,026	$174,530	$562,385	$-163,504
2021	$114,725	$62,039	$725,889	$52,686
2020	$44,848	$35,769	$673,203	$9,079
2019	$90,528	$43,262	$664,124	$47,266
2018	$14,656	$87,031	$567,766	$-72,375

WOODBRIDGE ROTARY SCHOLARSHIP FOUNDATION INC