CAMBRIDGE 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

1981

Legal Domicile

Principal Officer

JONATHAN BISTOR

Phone

7404391701

Tax Period

2024-01-01 to 2024-12-31

CAMBRIDGE ROTARY FOUNDATION, founded in 1981, is a micro nonprofit that reported $52K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 58% operating margin.

Mission

SUPPORT FOR EDUCATIONAL-CHARITABLE PURPOSES

Program Service Accomplishments

Program 1

Expenses: $5,000

THE FOUNDATION ACCEPTS GIFTS, BEQUESTS AND OTHER CONTRIBUTIONS FOR EDUCATIONAL, CHARITABLE, OR BENEVOLENT USES AND DISTRIBUTES FUNDS DIRECTLY OR BY CONTRIBUTION TO OTHER EXEMPT AGENCIES AND...

THE FOUNDATION ACCEPTS GIFTS, BEQUESTS AND OTHER CONTRIBUTIONS FOR EDUCATIONAL, CHARITABLE, OR BENEVOLENT USES AND DISTRIBUTES FUNDS DIRECTLY OR BY CONTRIBUTION TO OTHER EXEMPT AGENCIES AND ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $51,874

Other Revenue $0

TOTAL REVENUE $51,874

Expense Breakdown

Grants Paid $16,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,100

Other Expenses $5,564

TOTAL EXPENSES $21,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,874	$34,741	+0.5%
Expenses	$21,664	$18,403	+0.2%
Net Income	$30,210	$16,338	+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
JONATHAN BISTOR	TREASURER	N/A	Officer	$0	$0	$0
JACKIE BRADSHAW	SECRETARY	N/A	Officer	$0	$0	$0
JOE FARRELL	PRESIDENT	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
2024	$51,874	$21,664	$665,548	$30,210
2023	$34,741	$18,403	$588,594	$16,338
2022	$18,376	$130,067	$518,325	$-111,691
2021	$70,782	$23,984	$630,016	$46,798
2020	$81,169	$24,820	$583,218	$56,349