Rotary Foundation of Melbourne Inc (EIN 465026381) - 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

1997

Legal Domicile

Principal Officer

Eric Silva

Phone

3216261105

Tax Period

2023-07-01 to 2024-06-30

Rotary Foundation of Melbourne Inc, founded in 1997, is a micro nonprofit in the Unknown sector that reported $86K in total revenue in fiscal year 2023. Revenue surged 195% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 55% operating margin.

Mission

The Rotary Foundation of Melbourne serves others, upholds integrity, and fosters global understanding, goodwill, and peace through a network of businesses, professionals, and community leaders. It achieves this mission through community service, scholarships, and charitable contributions.

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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 $2,012

Program Service Revenue $0

Investment Income $62,639

Other Revenue $21,536

TOTAL REVENUE $86,187

Expense Breakdown

Grants Paid $38,181

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,181

Other Expenses $632

TOTAL EXPENSES $38,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,187	$29,247	+1.9%
Expenses	$38,813	$32,751	+0.2%
Net Income	$47,374	$-3,504	-14.5%

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
Sue-Ann Shaw	President	1.00	Officer Director	$0	$0	$0
Eric Silva	Vice President	1.00	Officer Director	$0	$0	$0
David Armstrong	Immediate Past President	1.00	Officer Director	$0	$0	$0
Kyle Osman	Treasurer	1.00	Officer Director	$0	$0	$0
Conor McGee	Secretary	1.00	Officer 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	$86,187	$38,813	$344,039	$47,374

Rotary Foundation of Melbourne Inc