LAFAYETTE FDN OF CONSHOHOCKEN PLYMOUTH-WHITEMARSH ROTARY CLUB (EIN 262049060) - 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

2005

Legal Domicile

Principal Officer

IRWIN FORBES

Phone

2672782567

Tax Period

2020-01-01 to 2020-12-31

LAFAYETTE FDN OF CONSHOHOCKEN PLYMOUTH-WHITEMARSH ROTARY CLUB, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $70K in total revenue in fiscal year 2020. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 39% operating deficit.

Mission

ROTARY INTERNATIONAL CHARITIES

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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 (2020)

Revenue Breakdown

Contributions & Grants $66,193

Program Service Revenue $0

Investment Income $5

Other Revenue $3,360

TOTAL REVENUE $69,558

Expense Breakdown

Grants Paid $77,302

Salaries & Benefits $0

Fundraising Expenses $11,185

Program Expenses $78,302

Other Expenses $19,361

TOTAL EXPENSES $96,663

Year-over-Year Comparison

	2020	2019	Change
Revenue	$69,558	$143,456	-0.5%
Expenses	$96,663	$138,581	-0.3%
Net Income	$-27,105	$4,875	-6.6%

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
MATTHEW BRADENSTEIN	PAST PRESIDE	2.00	Director	$0	$0	$0
THOMAS CASSIDY	PAST PRESIDE	2.00	Director	$0	$0	$0
RENEE DECOSKEY	PAST PRESIDE	2.00	Director	$0	$0	$0
DENNIS FREEDMAN	DIRECTOR	2.00	Director	$0	$0	$0
DONALD HEEBNER	PROGRAM COOR	10.00	Director	$0	$0	$0
EUGENE MASTRANGELO	DIRECTOR	2.00	Director	$0	$0	$0
EMILY ZABROWSKI	PRESIDENT	2.00	Director	$0	$0	$0
IRWIN FORBES	TREASURER	5.00	Officer	$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
2020	$69,558	$96,663	$133,858	$-27,105
2019	$143,456	$138,581	$164,917	$4,875
2018	$166,833	$107,765	$156,348	$59,068

LAFAYETTE FDN OF CONSHOHOCKEN PLYMOUTH-WHITEMARSH ROTARY CLUB