ROTARY CLUB OF SUFFOLK CHARITABLE FOUNDATION (EIN 311775330) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ROTARY CLUB OF SUFFOLK CHARITABLE FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $55K in total revenue in fiscal year 2019. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 34% operating margin.

Mission

SUPPORT OF LOCAL AND INTERNATIONAL CHARITIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $35,579

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $35,582

Expense Breakdown

Grants Paid $40,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,250

Other Expenses $0

TOTAL EXPENSES $40,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,582	$45,180	-0.2%
Expenses	$40,250	$26,350	+0.5%
Net Income	$-4,668	$18,830	-1.2%

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
TOM WILLIAMS	DIRECTOR	5.00	Director	$0	$0	$0
JENNEFER AMBROSE	DIRECTOR	5.00	Director	$0	$0	$0
EILEEN GIZARA	DIRECTOR	5.00	Director	$0	$0	$0
LORELEI C MORROW	DIRECTOR	5.00	Director	$0	$0	$0
TOMMIE DRAPER	DIRECTOR	5.00	Director	$0	$0	$0
RANDY CARTER	DIRECTOR	5.00	Director	$0	$0	$0
TAMRA VANDORN	PRESIDENT ELECT	5.00	Officer	$0	$0	$0
HUGH CROSS	SECRETARY	5.00	Officer	$0	$0	$0
SARA JOHNSTON	PRESIDENT	5.00	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	No data	No data	No data	No data
2023	$35,582	$40,250	$24,833	$-4,668
2022	$45,180	$26,350	$29,501	$18,830
2021	$31,416	$30,100	$16,826	$1,316
2020	$26,068	$52,500	$15,410	$-26,432
2019	$54,878	$35,954	$41,842	$18,924

ROTARY CLUB OF SUFFOLK CHARITABLE FOUNDATION