Woodstock Rotary Club Charitable Fund

EIN: 311748255 501(c)(3) Education

Woodstock, VT

Total Revenue
$199,382
Total Expenses
$30,767
Total Assets
$179,128
Net Assets
$179,128
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
VT
Principal Officer
Carol Cunningham
Phone
8024577186
Tax Period
2023-07-01 to 2024-06-30

Woodstock Rotary Club Charitable Fund, founded in 2000, is a small nonprofit in the Education sector that reported $199K in total revenue in fiscal year 2023. Revenue surged 543% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 85% operating margin.

Mission

To support local non-profit organizations, graduating high school seniors with scholarships and to perform and support local, state and international service projects

Program Service Accomplishments

Program 1
Expenses: $27,355 Revenue: $0

GRANTS TO LOCAL AREA NOT FOR PROFIT ORGANIZATIONS

Program 2
Expenses: $2,000 Revenue: $0

SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS

Program 3
Expenses: $1,412 Revenue: $0

COMMUNITY SERVICE PROJECTS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $171,664
Program Service Revenue $0
Investment Income $0
Other Revenue $27,718
TOTAL REVENUE $199,382

Expense Breakdown

Grants Paid $29,100
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $30,767
Other Expenses $1,667
TOTAL EXPENSES $30,767

Year-over-Year Comparison

2023 2022 Change
Revenue $199,382 $31,024 +5.4%
Expenses $30,767 $29,198 +0.1%
Net Income $168,615 $1,826 +91.3%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
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
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kristen Lessard President 2.00
Officer Director
$0 $0 $0
Leo Lacroix President Elect 2.00
Officer Director
$0 $0 $0
Beth Finlayson Secretary 2.00
Officer Director
$0 $0 $0
Carol Cunningham Treasurer 2.00
Officer Director
$0 $0 $0
Clayton Reed Director 0.50
Director
$0 $0 $0
Todd Kortekamp Director 0.50
Director
$0 $0 $0
Ray Bourgeois Director 0.50
Director
$0 $0 $0
Barry Mangan Director 0.50
Director
$0 $0 $0
Berryanne McGuire Director 0.50
Director
$0 $0 $0
Belinda Needham Shropshire Director 0.50
Director
$0 $0 $0
Tambrey Vutech Director 0.50
Director
$0 $0 $0
Dennis Shillen Director 0.50
Director
$0 $0 $0
Janice Graham Director 0.50
Director
$0 $0 $0
Eliot Szwajkowski Director 0.50
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 $199,382 $30,767 $179,128 $168,615
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