ROTARY CLUB OF PLYMOUTH AM FOUNDAT… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

KELSEY WHELAN

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF PLYMOUTH AM FOUNDATION, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $17K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $16K left a modest 8% surplus.

Mission

MANAGE THE DISTRIBUTION OF FUNDS THAT WILL BENEFIT THE COMMUNITY OF PLYMOUTH, SURROUNDING AREAS AND THE NEEDS OF THE WORLD COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $11,961

FOUNDATION GRANTS FOR PROGRAM SUPPORT AND SCHOLARSHIPS FOR LOCAL ORGANIZATIONS AND STUDENTS IN FUTHERENCE OF THE FOUNDATION'S MISSION.

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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 $2,473

Program Service Revenue $11,500

Investment Income $3,053

Other Revenue $0

TOTAL REVENUE $17,026

Expense Breakdown

Grants Paid $8,960

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,961

Other Expenses $6,629

TOTAL EXPENSES $15,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,026	$10,835	+0.6%
Expenses	$15,589	$15,986	0.0%
Net Income	$1,437	$-5,151	-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

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
TED BARKER	TRUSTEE	N/A	Director	$0	$0	$0
BETH STEWART	TRUSTEE	N/A	Director	$0	$0	$0
JOE WHITE	TRUSTEE	N/A	Director	$0	$0	$0
TIM HIGGINS	SECRETARY	N/A	Officer	$0	$0	$0
DAVE LINDLEY	TREASURER	N/A	Officer	$0	$0	$0
KELSEY WHELAN	PRESIDENT	N/A	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	No data	No data	No data	No data
2024	$17,026	$15,589	$96,066	$1,437
2023	$10,835	$15,986	$94,629	$-5,151
2022	$8,722	$6,984	$99,780	$1,738
2021	$30,168	$22,304	$98,042	$7,864
2020	$401	$5,662	$90,178	$-5,261

ROTARY CLUB OF PLYMOUTH AM FOUNDATION