MORRISTOWN ROTARY CLUB ENDOWMENT FUND INC (EIN 223198933) - 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

1992

Legal Domicile

Principal Officer

MICHAEL J FRANCHINO

Phone

9735391800

Tax Period

2024-07-01 to 2025-06-30

MORRISTOWN ROTARY CLUB ENDOWMENT FUND INC, founded in 1992, is a small nonprofit that reported $110K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $104K left a modest 6% surplus.

Mission

TO PROVIDE FUNDS AND VOLUNTEERS' TIME TO PROJECTS AND 501(C) (3)ORGANIZATIONS IN THE MORRISTOWN, NJ AREA.

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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 $95,869

Program Service Revenue $0

Investment Income $5,603

Other Revenue $8,926

TOTAL REVENUE $110,398

Expense Breakdown

Grants Paid $99,456

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,456

Other Expenses $4,784

TOTAL EXPENSES $104,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,398	$146,428	-0.2%
Expenses	$104,240	$118,951	-0.1%
Net Income	$6,158	$27,477	-0.8%

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
MICHAEL J FRANCHINO	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM WEISS	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA ORR	TRUSTEE	1.00	Director	$0	$0	$0
RAVI ANNA	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM DRAPER	TRUSTEE	1.00	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
2025	$110,398	$104,240	$504,754	$6,158
2024	$146,428	$118,951	$446,223	$27,477
2023	$267,230	$256,851	$354,823	$10,379
2022	$226,907	$321,733	$301,099	$-94,826
2021	$329,588	$282,785	$425,242	$46,803
2020	$99,385	$96,155	$295,701	$3,230
2019	$55,972	$70,120	$280,818	$-14,148
2018	$68,817	$89,357	$277,613	$-20,540

MORRISTOWN ROTARY CLUB ENDOWMENT FUND INC