Trenton Rotary Foundation Inc (EIN 383075087) - 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

1995

Legal Domicile

Principal Officer

Noel Jackson

Phone

7346750266

Tax Period

2024-07-01 to 2025-06-30

Trenton Rotary Foundation Inc, founded in 1995, is a small nonprofit in the Education sector that reported $249K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. Net assets of $562K represent 27 months of operating reserves.

Mission

SEE SCHEDULE 0 04. GENERAL EXPLANATION ATTACHMENT

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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 $179,849

Program Service Revenue $0

Investment Income $15,217

Other Revenue $53,757

TOTAL REVENUE $248,823

Expense Breakdown

Grants Paid $260,934

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $260,934

Other Expenses $3,680

TOTAL EXPENSES $264,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,823	$141,441	+0.8%
Expenses	$264,614	$82,687	+2.2%
Net Income	$-15,791	$58,754	-1.3%

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

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
Mau-Yao Huang	Director	1.00	Director	$0	$0	$0
Spencer Howey	2nd Vice President	2.00	Director	$0	$0	$0
Brendan Gillespie	Director	1.00	Director	$0	$0	$0
Rose Angela Gronda	Director	1.00	Director	$0	$0	$0
Paulette Dillingham	Director	1.00	Director	$0	$0	$0
Kimberly Mott	Director	1.00	Director	$0	$0	$0
Ronnie Ruelle	Vice President	2.00	Officer	$0	$0	$0
Noel Jackson	President	6.00	Officer	$0	$0	$0
Jean Weloszek	Treasurer	1.00	Officer	$0	$0	$0
Mike Concessi	Assistant Secretery	2.00	Officer	$0	$0	$0
Ray Yee	Assistant Treasurer	2.00	Officer	$0	$0	$0
Scott Haveman	Director	1.00	Officer	$0	$0	$0
Joanie Barnett	Scretary	2.00	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
2025	$248,823	$264,614	$563,267	$-15,791
2024	$141,441	$82,687	$560,314	$58,754
2023	$100,022	$88,378	$482,610	$11,644
2022	$92,162	$65,576	$457,315	$26,586
2021	$63,818	$49,049	$496,048	$14,769
2020	$74,519	$64,046	$421,204	$10,473
2019	$87,106	$60,674	$418,731	$26,432
2018	$166,015	$372,511	$396,781	$-206,496

Trenton Rotary Foundation Inc