WESTPORT ROTARY CLUB FOUNDATION INC (EIN 223089635) - 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

Principal Officer

JEFFREY WIESER

Phone

2032221600

Tax Period

2024-07-01 to 2025-06-30

WESTPORT ROTARY CLUB FOUNDATION INC is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 202% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 12% surplus.

Mission

DONATES PROCEEDS OF FUNDRAISERS TO 501(C)(3) 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 (2024)

Revenue Breakdown

Contributions & Grants $9,845

Program Service Revenue $1,152,250

Investment Income $11,207

Other Revenue $0

TOTAL REVENUE $1,173,302

Expense Breakdown

Grants Paid $389,706

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,012,631

Other Expenses $639,123

TOTAL EXPENSES $1,028,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,173,302	$388,266	+2.0%
Expenses	$1,028,829	$420,549	+1.4%
Net Income	$144,473	$-32,283	-5.5%

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

N/A

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
GILLIAN ANDERSON	VP OF FINANC	8.00	Officer	$0	$0	$0
KENNY EPSTEIN	PAST PRESIDE	8.00	Officer	$0	$0	$0
GOLDIE JAMES	CLUB PRESIDE	8.00	Officer	$0	$0	$0
KARL MERGENTHALER	PAST PRESIDE	8.00	Officer	$0	$0	$0
WAFAA NAGGAR	TREASURER	8.00	Officer	$0	$0	$0
LESLIE ROBERTS	1ST VICE PRE	8.00	Officer	$0	$0	$0
LYLA STEENBERGEN	2ND VICE PRE	8.00	Officer	$0	$0	$0
JEFFREY WIESER	PRESIDENT	8.00	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
2025	$1,173,302	$1,028,829	$496,985	$144,473
2024	$388,266	$420,549	$288,531	$-32,283
2023	$386,412	$313,088	$199,864	$73,324
2021	$175,841	$146,603	$138,537	$29,238
2018	$157,379	$107,008	$64,604	$50,371

WESTPORT ROTARY CLUB FOUNDATION INC