EASTON ROTARY CLUB YOUTH AND COMMUNITY FUND INC (EIN 521777124) - 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

1992

Legal Domicile

Principal Officer

PETER DIETZ

Phone

4108226950

Tax Period

2020-07-01 to 2021-06-30

EASTON ROTARY CLUB YOUTH AND COMMUNITY FUND INC, founded in 1992, is a small nonprofit in the Youth Development sector that reported $220K in total revenue in fiscal year 2020. Revenue surged 64% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SUPPORT THROUGH CHARITABLE AND EDUCATIONAL GRANTS TO VARIOUS ORGANIZATIONS THROUGHOUT THE EASTERN SHORE OF MARYLAND.

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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 (2020)

Revenue Breakdown

Contributions & Grants $97,103

Program Service Revenue $0

Investment Income $19,707

Other Revenue $103,280

TOTAL REVENUE $220,090

Expense Breakdown

Grants Paid $157,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,764

Other Expenses $64,579

TOTAL EXPENSES $221,779

Year-over-Year Comparison

	2020	2019	Change
Revenue	$220,090	$133,845	+0.6%
Expenses	$221,779	$74,514	+2.0%
Net Income	$-1,689	$59,331	-1.0%

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

N/A

Employees

N/A

Volunteers

109

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
JACK ANTHONY	DIRECTOR	5.00	Director	$0	$0	$0
MEGAN MILLER	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE COREY	DIRECTOR	5.00	Director	$0	$0	$0
PATTI WILLIS	DIRECTOR	5.00	Director	$0	$0	$0
STEVE SHEARER	PRESIDENT	10.00	Officer	$0	$0	$0
PETER DIETZ	TREASURER	10.00	Officer	$0	$0	$0
JOHN FLOHR	DIRECTOR	5.00	Officer	$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
2021	$220,090	$221,779	$246,908	$-1,689

EASTON ROTARY CLUB YOUTH AND COMMUNITY FUND INC