BRADENTON ROTARY FOUNDATION

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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

1985

Legal Domicile

Principal Officer

ELENA FARKAS

Phone

9417474483

Tax Period

2023-07-01 to 2024-06-30

BRADENTON ROTARY FOUNDATION, founded in 1985, is a micro nonprofit in the Community Improvement sector that reported $60K in total revenue in fiscal year 2023. Revenue surged 157% from the prior year, signaling strong growth momentum. Expenses of $89K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO RAISE MONEY TO SUPPORT OTHER EXEMPT ORGANIZATIONS IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $13,364

COLLEGE SCHOLARSHIPS GIVEN TO STUDENT

Program 2

Expenses: $61,353

VARIOUS DONATIONS TO SUPPORT OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS

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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 (2023)

Revenue Breakdown

Contributions & Grants $17,552

Program Service Revenue $0

Investment Income $39,691

Other Revenue $2,355

TOTAL REVENUE $59,598

Expense Breakdown

Grants Paid $71,784

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,717

Other Expenses $17,459

TOTAL EXPENSES $89,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,598	$23,190	+1.6%
Expenses	$89,243	$71,238	+0.3%
Net Income	$-29,645	$-48,048	-0.4%

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
PAUL GRIVAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
TIM MILLIGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
DENNISE BERGER	TREASURER	2.00	Officer Director	$0	$0	$0
ELENA FARKAS	DIRECTOR	1.00	Director	$0	$0	$0
CAROL BINTZ	DIRECTOR	1.00	Director	$0	$0	$0
CATHY GOLSON	DIRECTOR	1.00	Director	$0	$0	$0
DUDLEY WATERS	DIRECTOR	1.00	Director	$0	$0	$0
CARLA GALLAS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA RANDALL	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$59,598	$89,243	$1,266,328	$-29,645
2023	$23,190	$71,238	$1,153,544	$-48,048
2022	$153,878	$81,800	$1,134,039	$72,078
2021	$66,487	$77,495	$1,404,901	$-11,008
2020	$68,208	$82,583	$1,198,931	$-14,375
2019	$56,700	$93,911	$1,144,571	$-37,211