PLYMOUTH ROTARY FOUNDATION INC (EIN 386107391) - 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

1957

Legal Domicile

Principal Officer

JOHN BUZUVIS

Phone

7344533280

Tax Period

2024-07-01 to 2025-06-30

PLYMOUTH ROTARY FOUNDATION INC, founded in 1957, is a small nonprofit in the Community Improvement sector that reported $294K in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 60% operating margin.

Mission

TO SUPPORT THE MISSION OF THE ROTARY CLUB OF PLYMOUTH AND ITS ASSOCIATED COMMITTEES THROUGH ACTIVE ENGAGEMENT, SERVICE, AND COLLABORATION.

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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 $202,269

Program Service Revenue $0

Investment Income $92,082

Other Revenue $0

TOTAL REVENUE $294,351

Expense Breakdown

Grants Paid $115,218

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,218

Other Expenses $3,993

TOTAL EXPENSES $119,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,351	$117,189	+1.5%
Expenses	$119,211	$165,346	-0.3%
Net Income	$175,140	$-48,157	-4.6%

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
JOHN BUZUVIS	PRESIDENT -	N/A	Officer Director	$0	$0	$0
WARREN MUSSON	PRESIDENT -	N/A	Officer Director	$0	$0	$0
BRUCE BAXTER	VICE PRE/SEC	N/A	Officer Director	$0	$0	$0
TIM JOY	TREASURER	N/A	Officer Director	$0	$0	$0
HERMAN THEEKE	DIRECTOR	N/A	Director	$0	$0	$0
RICH EISIMINGER	DIRECTOR	N/A	Director	$0	$0	$0
GARY STOLZ	DIRECTOR	N/A	Director	$0	$0	$0
KIRK KOHN	DIRECTOR	N/A	Director	$0	$0	$0
EDWIN SCHULTZ	DIRECTOR	N/A	Director	$0	$0	$0
BARI LIVSEY	DIRECTOR	N/A	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	$294,351	$119,211	$2,089,067	$175,140
2024	$117,189	$165,346	$1,761,034	$-48,157
2023	$154,839	$164,340	$1,547,625	$-9,501
2022	$156,554	$147,453	$1,432,578	$9,101
2021	$123,748	$99,764	$1,774,402	$23,984
2020	$128,970	$92,778	$1,355,999	$36,192
2019	$149,185	$148,971	$1,280,512	$214

PLYMOUTH ROTARY FOUNDATION INC