THE ROTARY CLUB OF WAYZATA MEMORIAL EDUCATIONAL FDN INC (EIN 416042581) - 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

1977

Legal Domicile

Principal Officer

BRUCE LEA

Phone

9524767100

Tax Period

2020-07-01 to 2021-06-30

THE ROTARY CLUB OF WAYZATA MEMORIAL EDUCATIONAL FDN INC, founded in 1977, is a micro nonprofit that reported $8K in total revenue in fiscal year 2020. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $18K exceeded revenue, resulting in a 129% operating deficit.

Mission

THE ORGANIZATION PROVIDES SUPPORT TO THE WAYZATA MINNESOTA COMMUNITY BY PROVIDING SCHOLARSHIPS AND LOANS TO QUALIFIED STUDENTS FOR POST SECONDARY EDUCATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $17

Program Service Revenue $0

Investment Income $7,650

Other Revenue $0

TOTAL REVENUE $7,667

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,000

Other Expenses $2,563

TOTAL EXPENSES $17,563

Year-over-Year Comparison

	2020	2019	Change
Revenue	$7,667	$20,894	-0.6%
Expenses	$17,563	$16,186	+0.1%
Net Income	$-9,896	$4,708	-3.1%

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
BRUCE LEA	CHAIR	1.00	Officer Director	$0	$0	$0
HOPE SCHROEPPEL	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE LEE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GENGLER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SATER	DIRECTOR	1.00	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
2021	$7,667	$17,563	$447,447	$-9,896
2020	$20,894	$16,186	$457,343	$4,708
2019	$17,676	$18,500	$452,635	$-824

THE ROTARY CLUB OF WAYZATA MEMORIAL EDUCATIONAL FDN INC