EAST HAMPTON ROTARY CLUB FOUNDATION INC (EIN 261076850) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

ALAN HURST

Phone

8602142560

Tax Period

2024-07-01 to 2025-06-30

EAST HAMPTON ROTARY CLUB FOUNDATION INC, founded in 2006, is a micro nonprofit in the Education sector that reported $73K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 19% operating margin.

Mission

COMMUNITY, INTERNATIONAL, VOCATIONAL SERVICE TO OTHERS, SCHOLARSHIP ACTIVITIES AND OTHER COMMUNITY ACTIVITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,189

Program Service Revenue $2,500

Investment Income $14,261

Other Revenue $32,204

TOTAL REVENUE $73,154

Expense Breakdown

Grants Paid $49,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,722

Other Expenses $10,085

TOTAL EXPENSES $59,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,154	$96,086	-0.2%
Expenses	$59,285	$59,140	+0.0%
Net Income	$13,869	$36,946	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JACK SOLOMON	DIRECTOR	2.00	Director	$0	$0	$0
RICH CASCIO	DIRECTOR	2.00	Director	$0	$0	$0
ALAN HURST	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
KAREN TERRY	VICE CHAIRPE	2.00	Officer Director	$0	$0	$0
KEVIN KUHR	TREASURER	2.00	Officer Director	$0	$0	$0
CAROL WILLIAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
KEN BARBER	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	$73,154	$59,285	$1,025,498	$13,869
2024	$82,086	$58,959	$960,185	$23,127
2023	$62,590	$40,896	$911,708	$21,694
2022	$85,729	$34,465	$872,832	$51,264
2021	$69,035	$57,374	$840,091	$11,661
2020	$126,168	$44,063	$754,732	$82,105
2019	$64,629	$50,939	$719,696	$13,690
2018	$66,625	$61,520	$688,223	$5,105

EAST HAMPTON ROTARY CLUB FOUNDATION INC