THE ROTARY CLUB OF BRONXVILLE FDTN (EIN 237293984) - 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

2012

Legal Domicile

Principal Officer

PETER C THORP

Phone

9143376300

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY CLUB OF BRONXVILLE FDTN, founded in 2012, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $7K in total revenue in fiscal year 2024. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 1158% operating deficit.

Mission

OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS.

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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 $3,920

Program Service Revenue $0

Investment Income $2,913

Other Revenue $0

TOTAL REVENUE $6,833

Expense Breakdown

Grants Paid $54,717

Salaries & Benefits $0

Fundraising Expenses $40

Program Expenses $84,217

Other Expenses $31,246

TOTAL EXPENSES $85,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,833	$62,118	-0.9%
Expenses	$85,963	$81,320	+0.1%
Net Income	$-79,130	$-19,202	+3.1%

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

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
PETER C THORP	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK WELSHIMER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
WILLIAM ZAMBELLI	SECRETARY	1.00	Officer	$0	$0	$0
ROBERT SEABRING	TREASURER	7.00	Officer Director	$0	$0	$0
DAVID PRIMPS	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
2025	$6,833	$85,963	$147,123	$-79,130
2024	$62,118	$81,320	$212,954	$-19,202
2023	$45,873	$72,880	$211,845	$-27,007
2022	$30,780	$82,883	$229,550	$-52,103
2021	$16,325	$39,738	$295,842	$-23,413

THE ROTARY CLUB OF BRONXVILLE FDTN