ROTARY CLUB OF ANNAPOLIS FOUNDATION (EIN 521759743) - 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

1996

Legal Domicile

Principal Officer

SUE WEBER

Phone

7817758765

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF ANNAPOLIS FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $249K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $216K left a modest 13% surplus.

Mission

DONATIONS ARE MADE TO SUPPORT CHARITABLE ACTIVITIES WITHIN THE COMMUNITY AND GLOBALLY THROUGH ROTARY INTERNATIONAL, TO HELP THE LESS FORTUNATE AND THOSE IN NEED, TO FURTHER THE DEVELOPMENT OF YOUTH SEE PART III, LINE 1

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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 $169,440

Program Service Revenue $0

Investment Income $79,556

Other Revenue $0

TOTAL REVENUE $248,996

Expense Breakdown

Grants Paid $191,144

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,818

Other Expenses $24,973

TOTAL EXPENSES $216,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,996	$183,429	+0.4%
Expenses	$216,117	$208,653	+0.0%
Net Income	$32,879	$-25,224	-2.3%

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

141

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
BOB YOUNG	PRESIDENT	010.00	Officer Director	$0	$0	$0
BOB REEDY	PAST PRESIDENT	004.00	Officer Director	$0	$0	$0
FRANK ANDRACCHI	VP FINANCE	004.00	Officer Director	$0	$0	$0
ANNE WOLFE	TREASURER	010.00	Officer Director	$0	$0	$0
CAROLYN RICHARDS	SECRETARY	004.00	Officer Director	$0	$0	$0
DARYL COOKE	DIRECTOR	004.00	Director	$0	$0	$0
LISA MAM	DIRECTOR	004.00	Director	$0	$0	$0
JULIE SNYDER	DIRECTOR	004.00	Director	$0	$0	$0
LEW MYERS	DIRECTOR	004.00	Director	$0	$0	$0
EJ AMYOT	DIRECTOR	004.00	Director	$0	$0	$0
ATEAM AT FORD	DIRECTOR	004.00	Director	$0	$0	$0
LISA KNOLL	VP CLUB ACTIVITIES	004.00	Officer Director	$0	$0	$0
SUSAN WEBER	PRESIDENT ELECT	004.00	Officer Director	$0	$0	$0
JIM SHERRICK	VP COMM OUTREACH	004.00	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	$248,996	$216,117	$1,349,294	$32,879
2024	$183,429	$208,653	$1,245,469	$-25,224
2023	$134,940	$150,733	$1,146,093	$-15,793
2022	$169,295	$117,698	$1,078,526	$51,597
2021	$159,342	$99,315	$1,278,035	$60,027
2020	$207,612	$123,054	$1,069,534	$84,558
2019	$152,132	$102,667	$1,035,129	$49,465

ROTARY CLUB OF ANNAPOLIS FOUNDATION