ROTARY CLUB OF SIDNEY COMMUNITY FOUNDATION INC (EIN 223285707) - 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

1993

Legal Domicile

Principal Officer

JOHN JONES

Phone

6074334123

Tax Period

2024-01-01 to 2024-12-31

ROTARY CLUB OF SIDNEY COMMUNITY FOUNDATION INC, founded in 1993, is a micro nonprofit in the Community Improvement sector that reported $9K in total revenue in fiscal year 2024. Revenue surged 3549% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 62% operating margin.

Mission

THE ROTARY CLUB OF SIDNEY COMMUNITY FOUNDATION, INC. WAS CREATED AS A MEANS TO INVEST IN THE FUTURE OF OUR COMMUNITY. ITS PURPOSE IS TO ENSURE CONTINUITY AND PERMANENCY TO COMMUNITY PROJECTS IN GREATER SIDNEY, NY.

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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 $3,849

Program Service Revenue $0

Investment Income $5,237

Other Revenue $0

TOTAL REVENUE $9,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,413

TOTAL EXPENSES $3,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,086	$249	+35.5%
Expenses	$3,413	$2,231	+0.5%
Net Income	$5,673	$-1,982	-3.9%

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
JUDITH ROLDAN	TREASURER	002.00	Officer Director	$0	$0	$0
JOHN JONES	PRESIDENT	002.00	Officer Director	$0	$0	$0
JAMES DOIG	SECRETARY	002.00	Officer Director	$0	$0	$0
DAVE REYNOLDS	DIRECTOR	001.00	Director	$0	$0	$0
TAMI HOOD	VICE PRESIDENT	002.00	Officer 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	$9,086	$3,413	$232,652	$5,673
2023	$249	$2,231	$198,017	$-1,982
2022	$4,531	$40,236	$197,125	$-35,705
2021	$18,884	$8,236	$81,570	$10,648
2020	$25,116	$29,368	$194,586	$-4,252
2019	$37,596	$48,253	$216,759	$-10,657
2018	$35,740	$32,791	$213,827	$2,949

ROTARY CLUB OF SIDNEY COMMUNITY FOUNDATION INC