WALTHAM ROTARY FUND INC (EIN 237329099) - 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

1974

Legal Domicile

Principal Officer

STEWART WOODWARD

Phone

6179282338

Tax Period

2023-07-01 to 2024-06-30

WALTHAM ROTARY FUND INC, founded in 1974, is a micro nonprofit that reported $25K in total revenue in fiscal year 2023. Expenses of $35K exceeded revenue, resulting in a 37% operating deficit.

Mission

SUPPORT LOCAL WALTHAM, MASSACHUSETTS CHARITIES & 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 (2023)

Revenue Breakdown

Contributions & Grants $8,891

Program Service Revenue $0

Investment Income $970

Other Revenue $15,603

TOTAL REVENUE $25,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,250

Other Expenses $34,950

TOTAL EXPENSES $34,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,464	$25,305	+0.0%
Expenses	$34,950	$34,283	+0.0%
Net Income	$-9,486	$-8,978	+0.1%

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
JOSEPH CONNORS	SECRETARY	2.00	Officer Director	$0	$0	$0
STEWART WOODWARD	TREASURER	3.00	Officer Director	$0	$0	$0
GLENNA GELINEAU	DIRECTOR	2.00	Director	$0	$0	$0
MARCIA MACCLARY	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA KIBLER	DIRECTOR	2.00	Director	$0	$0	$0
DRU BELLI	PRESIDENT	3.00	Officer Director	$0	$0	$0
CONSTANCE BRACELAND	DIRECTOR	2.00	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	$25,464	$34,950	$39,691	$-9,486
2023	$25,305	$34,283	$40,288	$-8,978
2022	$39,680	$35,648	$46,151	$4,032
2021	$27,757	$20,176	$52,209	$7,581
2020	$38,068	$57,678	$34,748	$-19,610

WALTHAM ROTARY FUND INC