ROTARY FOUNDATION OF THE STONINGTO… - Form 990 Financial Data

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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

1999

Legal Domicile

Principal Officer

KAT EDWARDS

Phone

8605995048

Tax Period

2024-07-01 to 2025-06-30

ROTARY FOUNDATION OF THE STONINGTONS INC, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $127K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $123K left a modest 3% surplus.

Mission

TO PROVIDE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS AND CAUSES THROUGHOUT THE COMMUNITY AND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $120,833

PROVIDE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS AND CAUSES THROUGHOUT THE COMMUNITY AND THE WORLD

Program 2

PROVIDE SCHOLARSHIPS TO NINE OUTSTANDING STONINGTON AND NORTH STONINGTON HIGH SCHOOL STUDENTS.

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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 $142,173

Program Service Revenue $0

Investment Income $3,246

Other Revenue $-18,604

TOTAL REVENUE $126,815

Expense Breakdown

Grants Paid $80,639

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,833

Other Expenses $42,116

TOTAL EXPENSES $122,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,815	$135,692	-0.1%
Expenses	$122,755	$93,239	+0.3%
Net Income	$4,060	$42,453	-0.9%

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
KAT EDWARDS	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARC TATTERSALL	SECRETARY PR	N/A	Officer Director	$0	$0	$0
RICHARD WILLNER	TREASURER PA	N/A	Director	$0	$0	$0
LIZ TATTERSALL	CLUB ADMINIS	N/A	Director	$0	$0	$0
DONNA SCHERER	GRANTS AND A	N/A	Director	$0	$0	$0
MARTI BRADSHAW	NEW GENERATI	N/A	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
2025	$126,815	$122,755	$220,494	$4,060
2024	No data	No data	No data	No data

ROTARY FOUNDATION OF THE STONINGTONS INC