HUDSON ROTARY FOUNDATION INC (EIN 341856507) - 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

1997

Legal Domicile

Principal Officer

KEITH VIERS

Phone

3306652312

Tax Period

2023-07-01 to 2024-06-30

HUDSON ROTARY FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $136K in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 50% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO HUDSON AREA 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 (2023)

Revenue Breakdown

Contributions & Grants $14,876

Program Service Revenue $0

Investment Income $894

Other Revenue $120,320

TOTAL REVENUE $136,090

Expense Breakdown

Grants Paid $49,049

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,713

TOTAL EXPENSES $68,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,090	$72,216	+0.9%
Expenses	$68,518	$184,584	-0.6%
Net Income	$67,572	$-112,368	-1.6%

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
KEITH VIERS	PRESIDENT	N/A	Officer Director Key Emp	$0	$0	$0
DOUG MCDOWELL	TREASURER	N/A	Officer Director Key Emp	$0	$0	$0
CHUCK NNABUIFE	SECRETARY	N/A	Officer Director	$0	$0	$0
KELLY BRENNAN	TRUSTEE	N/A	Director	$0	$0	$0
GEORGE SNIDER	TRUSTEE	N/A	Director	$0	$0	$0
VIRGINIA FRAZER	TRUSTEE	N/A	Director	$0	$0	$0
KATHRYN SINES	TRUSTEE	N/A	Director	$0	$0	$0
DAVID BASIL	CLUB REPRESENTATIVE	N/A	Director	$0	$0	$0
PATRICK SCHERER	VICE PRESIDENT	N/A	Officer	$0	$0	$0
FR JOE BOYSEL	CLUB PAST PRESDIENT	N/A		$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	$136,090	$68,518	$535,452	$67,572

HUDSON ROTARY FOUNDATION INC