THE ROTARY CLUB OF METAIRIE SCHOLARSHIP FOUNDATION INC (EIN 461639117) - 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

2013

Legal Domicile

Principal Officer

HAROLD A BUCHLER

Phone

5048357289

Tax Period

2023-07-01 to 2024-06-30

THE ROTARY CLUB OF METAIRIE SCHOLARSHIP FOUNDATION INC, founded in 2013, is a small nonprofit in the Education sector that reported $131K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 75% operating margin.

Mission

THE ASSISTANCE OF YOUNG PERSONS OF COLLEE AGE TO RECEIVE A HIGHER EDUCATION WHICH WOULD NOT BE POSSIBLE WITHOUT FINANCIAL ASSISTANCE. WE PROVIDE SCHOLARSHIPS TO STUDENTS SO THEY CAN ATTEND COLLEGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $29,315

Program Service Revenue $0

Investment Income $18,676

Other Revenue $82,577

TOTAL REVENUE $130,568

Expense Breakdown

Grants Paid $23,500

Salaries & Benefits $0

Fundraising Expenses $3,229

Program Expenses $23,785

Other Expenses $8,665

TOTAL EXPENSES $32,165

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,568	$96,430	+0.4%
Expenses	$32,165	$32,753	0.0%
Net Income	$98,403	$63,677	+0.5%

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

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
NEAL K ADLER	TREASURER	N/A	Officer	$0	$0	$0
HAROLD A BUCHLER	PRESIDENT	N/A	Officer	$0	$0	$0
ROBERT EMERY	SECRETARY	N/A	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
2024	$130,568	$32,165	$773,313	$98,403
2023	$96,430	$32,753	$670,170	$63,677
2022	$56,122	$139,751	$606,493	$-83,629
2021	$172,947	$26,680	$690,122	$146,267
2020	$31,988	$25,327	$543,855	$6,661
2019	$45,768	$28,287	$542,194	$17,481

THE ROTARY CLUB OF METAIRIE SCHOLARSHIP FOUNDATION INC