WILLOUGHBY ROTARY FOUNDATION (EIN 382684710) - 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

1986

Legal Domicile

Principal Officer

MITCHELL JAWORSKI

Tax Period

2022-01-01 to 2022-12-31

WILLOUGHBY ROTARY FOUNDATION, founded in 1986, is a micro nonprofit in the Education sector that reported $21K in total revenue in fiscal year 2022. Revenue fell 41% from the prior year — a significant decline worth monitoring. Net assets of $358K represent 200 months of operating reserves.

Mission

SCHOLARSHIPS/CHARITABLE COMMUNITY GRANTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $19,055

Program Service Revenue $0

Investment Income $-2,678

Other Revenue $5,089

TOTAL REVENUE $21,466

Expense Breakdown

Grants Paid $20,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,300

Other Expenses $2,457

TOTAL EXPENSES $22,757

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,466	$36,645	-0.4%
Expenses	$22,757	$13,657	+0.7%
Net Income	$-1,291	$22,988	-1.1%

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
JULIE BANKSTON	TRUSTEE	N/A	Director	$0	$0	$0
BILL COLLIN	TRUSTEE	N/A	Director	$0	$0	$0
SCOTT HARRISON	TRUSTEE	N/A	Director	$0	$0	$0
MITCHELL JAWORSKI	TREASURER	N/A	Officer Director	$0	$0	$0
ALAN LUEDTKE	PRESIDENT	N/A	Officer Director	$0	$0	$0
JAY PEREGRINE	TRUSTEE	N/A	Director	$0	$0	$0
CHRISTOPHER PORTER	TRUSTEE	N/A	Director	$0	$0	$0
JUDY REMMERT	TRUSTEE	N/A	Director	$0	$0	$0
JAMES RYAN	TRUSTEE	N/A	Director	$0	$0	$0
MARYANN SHORT	TRUSTEE	N/A	Director	$0	$0	$0
JERRY SLATER	SECRETARY	N/A	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
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$21,466	$22,757	$358,257	$-1,291
2021	$36,645	$13,657	$386,407	$22,988
2020	$7,539	$16,588	$357,768	$-9,049
2019	$30,301	$32,819	$376,211	$-2,518
2018	$56,398	$35,924	$360,139	$20,474

WILLOUGHBY ROTARY FOUNDATION