STROUDSBURGS ROTARY FOUNDATION

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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

KAREN BASTIDAS

Phone

5708727000

Tax Period

2020-07-01 to 2021-06-30

STROUDSBURGS ROTARY FOUNDATION, founded in 2011, is a micro nonprofit in the Human Services sector that reported $54K in total revenue in fiscal year 2020. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 26% operating margin.

Mission

THE MISSION OF THE STROUDSBURGS ROTARY FOUNDATION IS TO ADVANCE THE WELL BEING OF OUR COMMUNITY THROUGH THE GOOD WORKS OF ROTARIANS AND VOLUNTEERS. OUR GOALS ARE TO ADVANCE EDUCATION, IMPROVE HEALTH AND ALLEVIATE POVERTY.

Program Service Accomplishments

Program 1

Expenses: $37,470 Revenue: $0

THE FOUNDATION PROVIDED FINANCIAL SUPPORT FOR HUMANITARIAN SERVICE PROJECTS IN MONROE COUNTY, PENNSYLVANIA AND THROUGHOUT THE WORLD. PROJECTS INCLUDE BUT WERE NOT LIMITED TO EDUCATION, LITERACY...

THE FOUNDATION PROVIDED FINANCIAL SUPPORT FOR HUMANITARIAN SERVICE PROJECTS IN MONROE COUNTY, PENNSYLVANIA AND THROUGHOUT THE WORLD. PROJECTS INCLUDE BUT WERE NOT LIMITED TO EDUCATION, LITERACY, CHILDREN AT RISK, FEEDING THE HUNGRY, PROTECTING THE ENVIRONMENT, AND VICTIMS OF DOMESTIC VIOLENCE.

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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 $38,330

Program Service Revenue $0

Investment Income $6,560

Other Revenue $9,401

TOTAL REVENUE $54,291

Expense Breakdown

Grants Paid $37,470

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,470

Other Expenses $2,859

TOTAL EXPENSES $40,329

Year-over-Year Comparison

	2020	2019	Change
Revenue	$54,291	$32,041	+0.7%
Expenses	$40,329	$21,254	+0.9%
Net Income	$13,962	$10,787	+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

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
DONALD PAGE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIE BOWER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES BECKER	TRUSTEE	1.00	Director	$0	$0	$0
J DAVID WOODS	TRUSTEE	1.00	Director	$0	$0	$0
DAVE SUPER	CHAIRPERSON	1.00	Officer	$0	$0	$0
TRISH WINGERTER	VICE-CHARIPERSON	1.00	Officer	$0	$0	$0
KAREN BASTIDAS	TREASURER	1.00	Officer	$0	$0	$0
AMY LEISER	SECRETARY	1.00	Officer	$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	$54,291	$40,329	$220,326	$13,962
2020	$32,041	$21,254	$197,184	$10,787
2019	$28,397	$18,323	$148,540	$10,074
2018	$30,677	$28,292	$140,468	$2,385