SOUDERTON TELFORD ROTARY CLUB FOUNDATION (EIN 300507618) - 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

2019

Legal Domicile

Principal Officer

KATE HOATH

Phone

6105479000

Tax Period

2024-01-01 to 2024-12-31

SOUDERTON TELFORD ROTARY CLUB FOUNDATION, founded in 2019, is a small nonprofit in the Public & Societal Benefit sector that reported $206K in total revenue in fiscal year 2024. The organization ran a surplus of $72K, a strong 35% operating margin.

Mission

TO RAISE FUNDS TO BENEFIT THE LOCAL AND INTERNATIONAL COMMUNITIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $211,095

Program Service Revenue $0

Investment Income $7,567

Other Revenue $-12,719

TOTAL REVENUE $205,943

Expense Breakdown

Grants Paid $125,897

Salaries & Benefits $0

Fundraising Expenses $150

Program Expenses $128,754

Other Expenses $7,804

TOTAL EXPENSES $133,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,943	$197,359	+0.0%
Expenses	$133,701	$90,556	+0.5%
Net Income	$72,242	$106,803	-0.3%

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
KATE HOATH	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH BERGIN	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
FRANK TRANZILLI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEAN WIEDER	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID WASHAM	TREASURER	1.00	Officer Director	$0	$0	$0
BRAD BISSINGER	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JAY GLICKMAN	FIN. SEC'Y	1.00	Officer Director	$0	$0	$0
TIM CLEMENS	DIRECTOR	1.00	Director	$0	$0	$0
RICK KOWEY	DIRECTOR	1.00	Director	$0	$0	$0
LIZ HERMAN	DIRECTOR	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	$205,943	$133,701	$534,657	$72,242
2023	$197,359	$90,556	$462,415	$106,803
2022	$359,261	$290,832	$355,612	$68,429
2021	$189,303	$44,545	$287,183	$144,758

SOUDERTON TELFORD ROTARY CLUB FOUNDATION