ROTARY CLUB OF WINDERMERE INC (EIN 383920890) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Phillip M Leopold

Phone

8479177990

Tax Period

2021-07-01 to 2022-06-30

ROTARY CLUB OF WINDERMERE INC, founded in 2012, is a small nonprofit in the Education sector that reported $230K in total revenue in fiscal year 2021. The organization ran a surplus of $186K, a strong 81% operating margin.

Mission

The Windermere Rotary Club is part of an international Club that works to improve the health and education of people world wide. It's most important world mission is the eradication of Polio worldwide. Our local club conducts money making projects and solicits funds from hospitals. These funds are used to help youth in the community with scholarships, supporting the poor families, elders and building leadership skills by young people. We also support veterans with recognition, helping find homes and jobs. We also support a children's home in Brazil and surgical center in Haiti. Finally we are building a pavilion in the Windermere center town for organizations and others to use.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $25,118

Program Service Revenue $205,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,118

Expense Breakdown

Grants Paid $44,014

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,014

Other Expenses $0

TOTAL EXPENSES $44,014

Year-over-Year Comparison

	2021	2020	Change
Revenue	$230,118	N/A	N/A
Expenses	$44,014	N/A	N/A
Net Income	$186,104	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Charles Barcus	Secretary	4.00	Director	$0	$0	$0
Frank Krens	President	15.00	Officer	$0	$0	$0
Karen Hairston	Past President	10.00	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
2022	$230,118	$44,014	$229,997	$186,104

ROTARY CLUB OF WINDERMERE INC