WESTFIELD ROTARY CLUB FOUNDATION (EIN 237111919) - 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

1965

Legal Domicile

Principal Officer

Steven Ketcham

Tax Period

2022-07-01 to 2023-06-30

WESTFIELD ROTARY CLUB FOUNDATION, founded in 1965, is a small nonprofit that reported $208K in total revenue in fiscal year 2022. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 21% operating margin.

Mission

Supports charitable endeavors and provides scholarships to worthy and deserving college students in the Westfield, NJ area.

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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 (2022)

Revenue Breakdown

Contributions & Grants $114,832

Program Service Revenue $1,210

Investment Income $90,719

Other Revenue $1,381

TOTAL REVENUE $208,142

Expense Breakdown

Grants Paid $108,728

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,862

Other Expenses $55,634

TOTAL EXPENSES $164,362

Year-over-Year Comparison

	2022	2021	Change
Revenue	$208,142	$102,189	+1.0%
Expenses	$164,362	$141,892	+0.2%
Net Income	$43,780	$-39,703	-2.1%

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
Lauren Barr	Board Director	2.00	Director	$0	$0	$0
Barbara Frantz	Board Director	2.00	Director	$0	$0	$0
Brendan Bertsch	Board Director	2.00	Director	$0	$0	$0
Heidi Caponigro	Board Director	2.00	Director	$0	$0	$0
Burim Regjaj	Board Director	2.00	Director	$0	$0	$0
Anthony LaPorta	Board Director	2.00	Director	$0	$0	$0
Blake Width	Board Director	2.00	Director	$0	$0	$0
Michael Hart	Board Director	2.00	Director	$0	$0	$0
Stephan Specht	Board Director	2.00	Director	$0	$0	$0
Steven Ketcham	Board Director	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$208,142	$164,362	$1,109,207	$43,780
2022	$102,189	$141,892	$1,001,249	$-39,703
2021	$381,335	$123,376	$1,347,582	$257,959
2020	$117,349	$112,038	$1,089,623	$5,311
2019	$121,950	$113,469	$1,084,312	$8,481
2018	$152,269	$110,968	$1,075,831	$41,301

WESTFIELD ROTARY CLUB FOUNDATION