Newark Rotary Foundation (EIN 453029933) - 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

2011

Legal Domicile

Principal Officer

Terrence Grindall

Phone

5105897205

Tax Period

2022-07-01 to 2023-06-30

Newark Rotary Foundation, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $60K in total revenue in fiscal year 2022. Revenue surged 908% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 15% operating margin.

Mission

The specific purpose of this corporation shall be to promote and support health, hunger, humanitarian, and educational programs, and to carry on other charitable and educational activities associated with this goal as allowed by law.

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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 (2022)

Revenue Breakdown

Contributions & Grants $12,200

Program Service Revenue $0

Investment Income $0

Other Revenue $48,293

TOTAL REVENUE $60,493

Expense Breakdown

Grants Paid $49,512

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,512

Other Expenses $1,607

TOTAL EXPENSES $51,119

Year-over-Year Comparison

	2022	2021	Change
Revenue	$60,493	$6,000	+9.1%
Expenses	$51,119	$23,165	+1.2%
Net Income	$9,374	$-17,165	-1.5%

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
Terrence Grindall	President	4.00	Officer Director	$0	$0	$0
Sucy Collazo	President Elect	4.00	Officer Director	$0	$0	$0
Pamela Breen	Secretary	4.00	Officer Director	$0	$0	$0
Jennifer Ciraolo	Treasurer	4.00	Officer Director	$0	$0	$0
Matthew Breen	Past President	4.00	Officer Director	$0	$0	$0
Nancy Thomas	Director	4.00	Director	$0	$0	$0
Sohan Sharma	Director	4.00	Director	$0	$0	$0
David Zehnder	Director	4.00	Director	$0	$0	$0
Joseph Stoner	Director	4.00	Director	$0	$0	$0
John Becker	Director	4.00	Director	$0	$0	$0
Jan Crocker	Director	4.00	Director	$0	$0	$0
Michael Hannon	Director	4.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$60,493	$51,119	$27,429	$9,374
2022	$6,000	$23,165	$18,055	$-17,165
2021	$4,071	$4,415	$35,220	$-344
2020	$34,444	$42,380	$35,564	$-7,936
2019	$53,473	$35,750	$43,500	$17,723

Newark Rotary Foundation