ROTARY CLUB OF WILMINGTON EDUCATIONAL FOUNDATION (EIN 510329617) - 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

1990

Legal Domicile

Principal Officer

CARRIE W GRAY

Phone

3026556025

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF WILMINGTON EDUCATIONAL FOUNDATION, founded in 1990, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 25% operating margin.

Mission

PROVIDE STUDENTS IN WILMINGTON & NEW CASTLE COUNTY AREA WITH ACADEMIC AND VOCATIONAL SCHOLARSHIPS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,375

Program Service Revenue $0

Investment Income $120,248

Other Revenue $0

TOTAL REVENUE $127,623

Expense Breakdown

Grants Paid $83,060

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,185

Other Expenses $13,125

TOTAL EXPENSES $96,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,623	$58,414	+1.2%
Expenses	$96,185	$85,504	+0.1%
Net Income	$31,438	$-27,090	-2.2%

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
CARRIE W GRAY	TRUSTEE	1.00	Officer Director	$0	$0	$0
LYNN C JONES	TRUSTEE	1.00	Officer Director	$0	$0	$0
JONATHAN R HICKEY	TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN JORNLIN	CHAIR	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	$127,623	$96,185	$2,210,755	$31,438
2024	No data	No data	No data	No data
2023	$55,565	$114,044	$1,828,142	$-58,479
2022	$34,978	$44,580	$1,661,923	$-9,602
2021	$623,340	$91,466	$1,975,759	$531,874
2020	$81,777	$18,229	$1,576,097	$63,548
2019	$117,152	$68,746	$1,545,538	$48,406
2018	$90,970	$48,822	$1,428,336	$42,148

ROTARY CLUB OF WILMINGTON EDUCATIONAL FOUNDATION