ROTARY CLUB OF LONGWOOD FOUNDATION

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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

2000

Legal Domicile

Principal Officer

TJ ZAK

Phone

4846430018

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF LONGWOOD FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $104K in total revenue in fiscal year 2023. The organization ran a surplus of $22K, a strong 21% operating margin.

Mission

TO SUPPORT LOCAL COMMUNITY NEEDS

Program Service Accomplishments

Program 1

Expenses: $75,997

SUPPORT OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS AND LOCAL NEEDS OF THE COMMUNITY, SUCH AS CLOTHING AND SCHOOL SUPPLIES FOR CHILDREN, LITERACY AND EDUCATION PROGRAMS, ALLEVIATION OF HUNGER AND...

SUPPORT OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS AND LOCAL NEEDS OF THE COMMUNITY, SUCH AS CLOTHING AND SCHOOL SUPPLIES FOR CHILDREN, LITERACY AND EDUCATION PROGRAMS, ALLEVIATION OF HUNGER AND HOMELESSNESS IN THE LOCAL AREA, AND TO SUPPORT OTHER ROTARY PROJECTS.

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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 $130,306

Program Service Revenue $0

Investment Income $1,127

Other Revenue $-27,702

TOTAL REVENUE $103,731

Expense Breakdown

Grants Paid $75,997

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,997

Other Expenses $5,443

TOTAL EXPENSES $81,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,731	$99,354	+0.0%
Expenses	$81,440	$102,680	-0.2%
Net Income	$22,291	$-3,326	-7.7%

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
TJ ZAK	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID MCKEON	TREASURER	1.00	Officer Director	$0	$0	$0
ALLISON BRUNOVSZKY	SECRETARY	1.00	Officer Director	$0	$0	$0
SAADIA KHAN	DIRECTOR	1.00	Director	$0	$0	$0
LEN VANNICOLA	DIRECTOR	1.00	Director	$0	$0	$0
MARK RYBARCZYK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MALEY	DIRECTOR	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	No data	No data	No data	No data
2024	$103,731	$81,440	$145,034	$22,291
2023	$99,354	$102,680	$122,743	$-3,326
2022	$111,141	$97,167	$126,069	$13,974