PUTNAM ROTARY FOUNDATION (EIN 562607569) - 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

2007

Legal Domicile

Principal Officer

PETER BENOIT

Phone

8609280384

Tax Period

2019-01-01 to 2019-12-31

PUTNAM ROTARY FOUNDATION, founded in 2007, is a micro nonprofit that reported $30K in total revenue in fiscal year 2019. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $27K left a modest 8% surplus.

Mission

SUPPORT EDUCATIONAL AND CHARITABLE ENDEAVORS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $11,508

Program Service Revenue $0

Investment Income $18,112

Other Revenue $0

TOTAL REVENUE $29,620

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,225

Other Expenses $5,225

TOTAL EXPENSES $27,225

Year-over-Year Comparison

	2019	2018	Change
Revenue	$29,620	$40,312	-0.3%
Expenses	$27,225	$23,311	+0.2%
Net Income	$2,395	$17,001	-0.9%

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

N/A

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
BETTI KUSZAJ	DIRECTOR	2.00	Director	$0	$0	$0
JITENDRA SINHA	DIRECTOR	2.00	Director	$0	$0	$0
AILEEN WITKOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD LOOMIS	DIRECTOR	2.00	Director	$0	$0	$0
DOUG PORTER	DIRECTOR	2.00	Director	$0	$0	$0
KAREN OSBREY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
PAMELA BROWN	SECRETARY	2.00	Officer Director	$0	$0	$0
PETER BENOIT	TREASURER	2.00	Officer Director	$0	$0	$0
JOSEPH ADILETTA	PRESIDENT	2.00	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
2019	$29,620	$27,225	$568,445	$2,395
2018	$40,312	$23,311	$497,844	$17,001

PUTNAM ROTARY FOUNDATION