Stratford Rotary Club Foundation (EIN 474694304) - 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

2015

Legal Domicile

Principal Officer

Jeff Krause

Phone

4752985338

Tax Period

2023-01-01 to 2023-12-31

Stratford Rotary Club Foundation, founded in 2015, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2023. Revenue surged 83% from the prior year, signaling strong growth momentum. Net assets of $403K represent 114 months of operating reserves.

Mission

The objective of the Organization is to maintain and promote a fund which will support charitable endeavors or public service projects serving the community of Stratford, Connecticut and advancing the ideals of the Stratford Rotary Club, Incorporated and Rotary International.

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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 $3,005

Program Service Revenue $0

Investment Income $14,950

Other Revenue $24,396

TOTAL REVENUE $42,351

Expense Breakdown

Grants Paid $27,600

Salaries & Benefits $0

Fundraising Expenses $1,322

Program Expenses $37,523

Other Expenses $15,592

TOTAL EXPENSES $43,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,351	$23,169	+0.8%
Expenses	$43,192	$28,770	+0.5%
Net Income	$-841	$-5,601	-0.8%

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
Jeff Krause	President	1.00	Officer Director	$0	$0	$0
Donald Putrimas	Treasurer/Secretary	1.00	Officer Director	$0	$0	$0
Gary Jacopian	Director	0.00	Director	$0	$0	$0
Joseph Dolan	Director	0.00	Director	$0	$0	$0
Osi Rosenburg	Director	0.00	Director	$0	$0	$0
Fran Sinish	Director	0.00	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
2024	No data	No data	No data	No data
2023	$42,351	$43,192	$403,459	$-841
2022	$23,169	$28,770	$366,657	$-5,601
2021	$39,515	$11,463	$448,676	$28,052
2020	$7,713	$22,448	$412,846	$-14,735
2019	$10,882	$19,532	$394,605	$-8,650
2018	$50,828	$45,354	$351,130	$5,474

Stratford Rotary Club Foundation