NIMMONSBURG ROTARY CLUB DR ROBERT SMITH MEMORIAL FOUNDATION (EIN 237339664) - 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

1973

Legal Domicile

Phone

6077246784

Tax Period

2023-07-01 to 2024-06-30

NIMMONSBURG ROTARY CLUB DR ROBERT SMITH MEMORIAL FOUNDATION, founded in 1973, is a micro nonprofit that reported $26K in total revenue in fiscal year 2023. Expenses of $30K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS TO RESIDENTS OF THE CHENANGO VALLEY AND CHENANGO FORKS SCHOOL DISTRICTS BROOME COUNTY, NEW YORK STATE.

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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 $2,800

Program Service Revenue $0

Investment Income $23,294

Other Revenue $0

TOTAL REVENUE $26,094

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $0

TOTAL EXPENSES $30,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,094	$27,154	0.0%
Expenses	$30,000	$29,000	+0.0%
Net Income	$-3,906	$-1,846	+1.1%

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
RUSSELL DEYO	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DIANA ROBERTSON	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREA ROMA	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY HOLMES	DIRECTOR	1.00	Officer Director	$0	$0	$0
BARBARA GALLO	DIRECTOR	1.00	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	$26,094	$30,000	$610,224	$-3,906
2023	$27,154	$29,000	$608,284	$-1,846
2022	$31,521	$17,000	$615,630	$14,521
2021	$34,189	$26,500	$638,498	$7,689
2020	$42,276	$25,750	$588,415	$16,526
2019	$29,566	$30,000	$615,905	$-434

NIMMONSBURG ROTARY CLUB DR ROBERT SMITH MEMORIAL FOUNDATION