ROTARY CLUB FOUNDATION - MIDDLETOWN (EIN 237056192) - 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

1969

Legal Domicile

Principal Officer

THOMAS HAZELBAKER

Phone

5134234989

Tax Period

2018-07-01 to 2019-06-30

ROTARY CLUB FOUNDATION - MIDDLETOWN, founded in 1969, is a micro nonprofit that reported $35K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $7K, a strong 19% operating margin.

Mission

TO PROMOTE AND ASSIST CHARITABLE, EDUCATIONAL, AND SOCIAL PROGRAMS/ 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 (2018)

Revenue Breakdown

Contributions & Grants $6,970

Program Service Revenue $0

Investment Income $28,071

Other Revenue $0

TOTAL REVENUE $35,041

Expense Breakdown

Grants Paid $28,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,225

Other Expenses $225

TOTAL EXPENSES $28,225

Year-over-Year Comparison

	2018	2017	Change
Revenue	$35,041	$41,099	-0.1%
Expenses	$28,225	$26,840	+0.1%
Net Income	$6,816	$14,259	-0.5%

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

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
LOUIS CHRISTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD SPAULDING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS HAZELBAKER	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHA ROBINSON	EX-OFFICIO	1.00	Director	$0	$0	$0
ELAINE GARVER	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL MCNEIL	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM SCHAEFER	TRUSTEE	1.00	Director	$0	$0	$0
PAM PARRAMORE	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
2019	$35,041	$28,225	$925,006	$6,816

ROTARY CLUB FOUNDATION - MIDDLETOWN