Marco Island Rotary Club Foundation Inc (EIN 593188471) - 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

1993

Legal Domicile

Principal Officer

Patricia Ettensohn

Phone

2396427030

Tax Period

2024-07-01 to 2025-06-30

Marco Island Rotary Club Foundation Inc, founded in 1993, is a small nonprofit in the Education sector that reported $230K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $257K exceeded revenue, resulting in a 12% operating deficit.

Mission

Provide college scholarships and make charitable contributions to local charities.

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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 $12,637

Program Service Revenue $0

Investment Income $102,547

Other Revenue $115,130

TOTAL REVENUE $230,314

Expense Breakdown

Grants Paid $249,130

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,130

Other Expenses $7,788

TOTAL EXPENSES $256,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,314	$213,050	+0.1%
Expenses	$256,918	$126,580	+1.0%
Net Income	$-26,604	$86,470	-1.3%

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
Patricia Ettensohn	Chairman	2.00	Director	$0	$0	$0
George Abounader	Trustee	1.00	Director	$0	$0	$0
Tom Menaker	Trustee	1.00	Director	$0	$0	$0
Gene D'Onofrio	Trustee	1.00	Director	$0	$0	$0
Philip Penzo	Trustee	1.00	Director	$0	$0	$0
James Richards	Trustee	1.00	Director	$0	$0	$0
Durell Buzzini	Trustee	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	$230,314	$256,918	$979,555	$-26,604
2024	$213,050	$126,580	$1,011,645	$86,470
2023	$464,096	$153,448	$884,210	$310,648
2022	$242,085	$222,081	$547,626	$20,004
2021	$80,006	$75,353	$614,927	$4,653
2020	$106,326	$180,289	$517,107	$-73,963
2019	$131,459	$107,378	$596,835	$24,081

Marco Island Rotary Club Foundation Inc