RIDGEWOOD ROTARY FOUNDATION INC (EIN 223817777) - 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

2001

Legal Domicile

Principal Officer

JOHN C FOWLER

Phone

2014470185

Tax Period

2024-07-01 to 2025-06-30

RIDGEWOOD ROTARY FOUNDATION INC, founded in 2001, is a micro nonprofit in the Education sector that reported $41K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $56K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS AND FINANCIAL SUPPORT TO INDIVIDUALS AND CHARITIES IN NEED.

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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 $11,663

Program Service Revenue $14,572

Investment Income $3,476

Other Revenue $11,029

TOTAL REVENUE $40,740

Expense Breakdown

Grants Paid $48,806

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,254

Other Expenses $7,233

TOTAL EXPENSES $56,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,740	$69,086	-0.4%
Expenses	$56,039	$45,487	+0.2%
Net Income	$-15,299	$23,599	-1.6%

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

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
KENNETH ESPENAK	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN KAUFMAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SAYDAH	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
STEVE CASTELLUCCI	TRUSTEE, ALLOCATIONS CHAIR	1.00	Officer Director	$0	$0	$0
JOHN C FOWLER	TREASURER	1.00	Officer Director	$0	$0	$0
SYLVIA GOLDMANN	TRUSTEE, CLUB PRESIDENT	1.00	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
2025	$40,740	$56,039	$603,441	$-15,299
2024	$69,086	$45,487	$579,059	$23,599
2023	$61,970	$35,949	$533,874	$26,021
2021	$57,458	$43,279	$544,894	$14,179
2020	$50,276	$45,418	$454,442	$4,858
2019	$58,334	$45,718	$449,584	$12,616

RIDGEWOOD ROTARY FOUNDATION INC