ROTARY CLUB OF WESTERLY FOUNDATION (EIN 371959642) - 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

2020

Legal Domicile

Principal Officer

DERIN TEMEL

Phone

4013155868

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF WESTERLY FOUNDATION, founded in 2020, is a micro nonprofit in the Community Improvement sector that reported $88K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 29% operating margin.

Mission

CHARITABLE FUNDRAISING TO GRANT FUNDS TO ORGANIZATIONS THAT SUPPORT THE ROTARY FOUNDATION GOALS AND TO CREATE LASTING CHANGE ACROSS THE WORLD AND IN OUR COMMUNITY.

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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 $63,316

Program Service Revenue $0

Investment Income $14,842

Other Revenue $10,209

TOTAL REVENUE $88,367

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,291

Other Expenses $47,596

TOTAL EXPENSES $62,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,367	$64,367	+0.4%
Expenses	$62,596	$53,632	+0.2%
Net Income	$25,771	$10,735	+1.4%

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
ALAN BRINTON	PRESIDENT	10.00	Officer Director	$0	$0	$0
BOB LANE	MEMBER AT LA	1.00	Director	$0	$0	$0
SUZANNE LANE	PRESIDENT E	5.00	Officer Director	$0	$0	$0
ROSEMARIE RUSSO	TREASURER	20.00	Officer Director	$0	$0	$0
KATHRYN TAYLOR	SECRETARY	12.00	Officer Director	$0	$0	$0
DERIN TEMEL	PAST PRESIDE	5.00	Director	$0	$0	$0
JEFF WENDTH	VICE PRESIDE	1.00	Officer 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	$88,367	$62,596	$263,492	$25,771
2024	$64,367	$53,632	$231,933	$10,735
2023	$64,163	$40,362	$248,461	$23,801
2020	$170,496	$16,162	$209,382	$154,334

ROTARY CLUB OF WESTERLY FOUNDATION