WOODSTOCK ROTARY FOUNDATION

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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

LAURIE LEWANDOWSKI

Tax Period

2017-07-01 to 2018-06-30

WOODSTOCK ROTARY FOUNDATION, founded in 2005, is a micro nonprofit in the Education sector that reported $60K in total revenue in fiscal year 2017. Revenue decreased 17% compared to the prior year. Expenses of $56K left a modest 5% surplus.

Mission

TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS.

Program Service Accomplishments

Program 1

Expenses: $31,514 Revenue: $56,902

TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $59,560

Investment Income $0

Other Revenue $0

TOTAL REVENUE $59,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,863

Program Expenses $41,909

Other Expenses $56,324

TOTAL EXPENSES $56,324

Year-over-Year Comparison

	2017	2016	Change
Revenue	$59,560	$71,644	-0.2%
Expenses	$56,324	$58,408	0.0%
Net Income	$3,236	$13,236	-0.8%

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
LAURIE LEWANDOWSKI	PRESIDENT	N/A	Officer	$0	$0	$0
JOE STARZYNSKI	PRESIDENT EL	N/A	Officer	$0	$0	$0
MARLENE FRISBIE	SECRETARY	N/A	Officer	$0	$0	$0
LYNN FIALA	TREAS	N/A	Officer	$0	$0	$0
JOHN BUCKLEY	PAST PRESIDE	N/A	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
2018	$59,560	$56,324	$197,903	$3,236