BURLINGTON ROTARY SERVICE FOUNDATION (EIN 426073852) - 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

1961

Legal Domicile

Principal Officer

ROBERT RITSON

Phone

3197506677

Tax Period

2024-07-01 to 2025-06-30

BURLINGTON ROTARY SERVICE FOUNDATION, founded in 1961, is a micro nonprofit that reported $8K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $4K, a strong 46% operating margin.

Mission

SCHOLARSHIPS FOR STUDENTS AND ROTARY SERVICE PROJECTS

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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 $6,897

Program Service Revenue $0

Investment Income $1,459

Other Revenue $0

TOTAL REVENUE $8,356

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,500

Other Expenses $0

TOTAL EXPENSES $4,500

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,356	$8,963	-0.1%
Expenses	$4,500	$3,250	+0.4%
Net Income	$3,856	$5,713	-0.3%

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
ED MANSHEIM	DIRECTOR	1.00	Director	$0	$0	$0
LEAH GALVIN	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT RITSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
JEFF TAEGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KERRY KREISS	SECRETARY AND TREASURER	1.00	Officer 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	$8,356	$4,500	$98,586	$3,856
2024	$8,963	$3,250	$94,730	$5,713
2023	$7,384	$4,750	$89,017	$2,634
2022	$7,684	$10,800	$86,383	$-3,116
2021	$12,687	$5,000	$89,499	$7,687
2020	$8,123	$10,500	$81,812	$-2,377
2019	$12,031	$12,484	$84,189	$-453

BURLINGTON ROTARY SERVICE FOUNDATION