ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC (EIN 541859847) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DAVID JOLLEY

Phone

8475085379

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $163K in total revenue in fiscal year 2017. The organization ran a surplus of $87K, a strong 53% operating margin.

Mission

THE ROTARY CLUB OF WILLIAMSBURG FOUNDATION RECEIVES AND DISTRIBUTES ALLOCATED FUNDS TO LOCAL QUALIFIED NON-PROFIT ORGANIZATIONS (OR SCHOLARSHIPS TO EDUCATIONAL INSTITUTIONS FOR INDIVIDUALS). THE WORD "LOCAL" IS DEFINED AS SUPPORTING ORGANIZATIONS THAT DIRECTLY AFFECT RESIDENTS OF THE WILLIAMSBURG, VIRGINIA AREA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,769

Program Service Revenue $0

Investment Income $27,206

Other Revenue $-1,598

TOTAL REVENUE $72,377

Expense Breakdown

Grants Paid $62,564

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,564

Other Expenses $6,097

TOTAL EXPENSES $68,661

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,377	$67,265	+0.1%
Expenses	$68,661	$70,166	0.0%
Net Income	$3,716	$-2,901	-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

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
JAMES MILES	PRESIDENT	5.00	Officer	$0	$0	$0
DAVID JOLLEY	TREASURER	5.00	Officer	$0	$0	$0
MICHAEL BRENNAN	EX OFFICIO	2.00	Director	$0	$0	$0
JOHN MOORE	MEMBER	2.00	Director	$0	$0	$0
BRINGIER MCCONNELL	MEMBER	2.00	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
2025	$72,377	$68,661	$330,307	$3,716
2024	No data	No data	No data	No data
2023	$48,782	$56,295	$351,992	$-7,513
2022	$101,463	$60,918	$337,005	$40,545
2021	$17,763	$23,649	$284,802	$-5,886
2020	$30,951	$46,314	$290,688	$-15,363
2019	$29,793	$66,996	$308,425	$-37,203
2018	$162,726	$75,971	$343,254	$86,755

ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC