ROTARY CLUB DOWNTOWN BOCA RATON FUND INC (EIN 460790021) - 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

2012

Legal Domicile

Principal Officer

JEFF WEBER

Phone

5612326555

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB DOWNTOWN BOCA RATON FUND INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $277K in total revenue in fiscal year 2022. Revenue surged 111% from the prior year, signaling strong growth momentum. Expenses of $306K exceeded revenue, resulting in a 11% operating deficit.

Mission

FEED THE HUNGRY, DISASTER ASSISTANCE, EDUCATION THROUGH SCHOLARSHIPS AND HEALTH AND WELLNESS IN THE BOCA RATON COMMUNITY.

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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 $13,022

Program Service Revenue $0

Investment Income $0

Other Revenue $263,482

TOTAL REVENUE $276,504

Expense Breakdown

Grants Paid $227,150

Salaries & Benefits $0

Fundraising Expenses $47,092

Program Expenses $259,165

Other Expenses $79,107

TOTAL EXPENSES $306,257

Year-over-Year Comparison

	2022	2021	Change
Revenue	$276,504	$131,102	+1.1%
Expenses	$306,257	$20,428	+14.0%
Net Income	$-29,753	$110,674	-1.3%

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

N/A

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
KIM CHAMPION	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID ELTRINGHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
JON KAYE	BOARD MEMBER	2.00	Director	$0	$0	$0
DYANA KENNEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL WALSTROM	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF WEBER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
JONATHAN WHITNEY	SECRETARY-TR	4.00	Officer Director	$0	$0	$0
JANICE WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARILYN WILSON	BOARD MEMBER	2.00	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	$276,504	$306,257	$375,280	$-29,753
2022	$131,102	$20,428	$448,637	$110,674
2021	$48,185	$273,253	$363,681	$-225,068
2020	$230,296	$38,871	$464,239	$191,425
2019	$227,248	$116,422	$252,489	$110,826

ROTARY CLUB DOWNTOWN BOCA RATON FUND INC