FREDERICKSBURG ROTARY CLUB FOUNDATION INC (EIN 272502522) - 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

2010

Legal Domicile

Principal Officer

TOM HUTTON

Phone

8309921888

Tax Period

2022-07-01 to 2023-06-30

FREDERICKSBURG ROTARY CLUB FOUNDATION INC, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $167K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $66K, a strong 39% operating margin.

Mission

FREDERICKBURG ROTARY CLUB FOUNDATION, INC IS AN ORGANIZATION WHICH PROVIDES FINANCIAL SUPPORT FOR LOCAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS WITH THE INTENT TO PROMOTE SERVICE ABOVE SELF.

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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 (2022)

Revenue Breakdown

Contributions & Grants $127,133

Program Service Revenue $0

Investment Income $3,096

Other Revenue $37,114

TOTAL REVENUE $167,343

Expense Breakdown

Grants Paid $84,633

Salaries & Benefits $0

Fundraising Expenses $16,500

Program Expenses $84,633

Other Expenses $633

TOTAL EXPENSES $101,766

Year-over-Year Comparison

	2022	2021	Change
Revenue	$167,343	$198,795	-0.2%
Expenses	$101,766	$140,371	-0.3%
Net Income	$65,577	$58,424	+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

N/A

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
TOM HUTTON	PRESIDENT	2.00	Director	$0	$0	$0
LEE DUNSIRN	VICE-PRESIDENT	1.00	Director	$0	$0	$0
PATRICK MOORE	SECRETARY & TREASURER	2.00	Director	$0	$0	$0
DALE COOK	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK FIGER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE SULTEMEIER	EX OFFICIO BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$167,343	$101,766	$255,736	$65,577
2023	$20,691	$60,643	$220,426	$-39,952
2022	$198,795	$140,371	$178,921	$58,424

FREDERICKSBURG ROTARY CLUB FOUNDATION INC