PALM BEACH ROTARY FOUNDATION (EIN 592551031) - 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

1985

Principal Officer

BARBARA BIELENBERG

Tax Period

2024-07-01 to 2025-06-30

PALM BEACH ROTARY FOUNDATION, founded in 1985, is a micro nonprofit that reported $41K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 19% operating margin.

Mission

A NON-PROFIT CORPORATION ORGANIZED SOLEY FOR GENERAL EDUCATION, RELIGIOUS, CHARITABLE AND SCIENTIFIC PURPOSES WHICH ANNUAL PROVIDES GRANTS AND DONATIONS, LOCALLY, REGIONALLY, INTERNATIONALLY, AND ISSUES COLLEGE SCHOLARSHIPS.

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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 $400

Program Service Revenue $0

Investment Income $41,063

Other Revenue $0

TOTAL REVENUE $41,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,499

Other Expenses $33,724

TOTAL EXPENSES $33,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,463	$29,734	+0.4%
Expenses	$33,724	$26,096	+0.3%
Net Income	$7,739	$3,638	+1.1%

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
NICK AMATO	DIRECTOR	N/A	Officer	$0	$0	$0
BARBARA BIELENBERG	PRESIDENT	N/A	Officer	$0	$0	$0
DAN ENEA	DIRECTOR	N/A	Officer	$0	$0	$0
HARRIS FRIED	DIRECTOR	N/A	Officer	$0	$0	$0
JIM LAKE	DIRECTOR	N/A	Officer	$0	$0	$0
CHUNG WONG	TREASURER	N/A	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
2025	$41,463	$33,724	$477,586	$7,739
2024	$29,734	$26,096	$469,937	$3,638
2023	$49,441	$62,566	$454,747	$-13,125
2022	$46,503	$66,545	$457,888	$-20,042
2021	$45,193	$54,457	$565,158	$-9,264
2020	$65,460	$52,897	$507,113	$12,563

PALM BEACH ROTARY FOUNDATION