BRONX ROTARY FOUNDATION OF ROTARY CLUB OF BRONX NY (EIN 237087066) - 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

1958

Legal Domicile

Principal Officer

AMIR ASADI

Phone

9146548894

Tax Period

2024-07-01 to 2025-06-30

BRONX ROTARY FOUNDATION OF ROTARY CLUB OF BRONX NY, founded in 1958, is a micro nonprofit in the Community Improvement sector that reported $49K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 31% operating margin.

Mission

THE ABOVE ASSOCIATION IS OPERATED SOLEY FOR THE BENEFIT AND IN CONNECTION WITH THE THE ROTARY CLUB OF THE BRONX.

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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 $0

Program Service Revenue $7,765

Investment Income $41,663

Other Revenue $0

TOTAL REVENUE $49,428

Expense Breakdown

Grants Paid $23,288

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,988

Other Expenses $10,724

TOTAL EXPENSES $34,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,428	$66,269	-0.3%
Expenses	$34,012	$18,515	+0.8%
Net Income	$15,416	$47,754	-0.7%

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

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
AMIR ASADI	CHAIR	N/A	Officer Director	$0	$0	$0
PAT CAPASSO	TREASURER	N/A	Officer Director	$0	$0	$0
EUGENE OLIVER	SECRETARY	N/A	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	$49,428	$34,012	$601,153	$15,416
2024	$66,269	$18,515	$585,737	$47,754
2023	$71,846	$53,062	$537,983	$18,784
2022	$-25,253	$37,270	$519,199	$-62,523
2021	$74,769	$22,095	$581,722	$52,674
2020	$50,069	$31,197	$529,048	$18,872
2019	$42,050	$26,360	$560,468	$15,690

BRONX ROTARY FOUNDATION OF ROTARY CLUB OF BRONX NY