Bristol Rotary Charities Foundation

EIN: 464638243 501(c)(3) Philanthropy & Grantmaking

Bristol, RI

Total Revenue
$129,569
Total Expenses
$43,225
Total Assets
$127,610
Net Assets
$127,610
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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
RI
Principal Officer
Jacques O de Labry
Phone
4012535552
Tax Period
2022-07-01 to 2023-06-30

Bristol Rotary Charities Foundation, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $130K in total revenue in fiscal year 2022. Revenue surged 516% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 67% operating margin.

Mission

To engage in all forms of charitable activities, specifically but not limited to helping and feeding the poor, supporting students with education programs and scholarships, assisting the elderly and incapacitated, and in general, focusing on a variety of charitable programs for the town of Bristol, Rhode Island; more broadly, to initiate or assist other charities in programs focused on peace and conflict resolution, disease prevention and treatment, water and sanitation education, child health, basic education and literacy and economic and community development.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $137,765
Program Service Revenue $0
Investment Income $-6,665
Other Revenue $-1,531
TOTAL REVENUE $129,569

Expense Breakdown

Grants Paid $42,256
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $42,256
Other Expenses $969
TOTAL EXPENSES $43,225

Year-over-Year Comparison

2022 2021 Change
Revenue $129,569 $21,045 +5.2%
Expenses $43,225 $23,285 +0.9%
Net Income $86,344 $-2,240 -39.5%
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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
20

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
2
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jacques O de Labry Treasurer 5.00
Officer Director
$0 $0 $0
Michelle Hughes Director 1.00
Director
$0 $0 $0
Bruce H Cox President 1.00
Officer Director
$0 $0 $0
Maria Cesario Secretary 1.00
Director
$0 $0 $0
Scott Pickering Director 1.00
Director
$0 $0 $0
Paul LaFleur Director 1.00
Director
$0 $0 $0
Mary Jo Fidalgo-Tavares Vice President 1.00
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 $129,569 $43,225 $127,610 $86,344
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