ROTARY CLUB OF THE VILLAGES FOUNDATION INC (EIN 593750165) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

STEPHANIE FERNUNG

Phone

3523217883

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF THE VILLAGES FOUNDATION INC, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $166K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $143K left a modest 14% surplus.

Mission

ENGAGE IN PERIODIC FUNDRAISING ACTIVITIES AND EVENTS IN ORDER TO PROVIDE SCHOLARSHIP PROGRAMS FOR DESERVING STUDENTS FROM AREA HIGH SCHOOLS, SUPPORT TO LOCAL SCHOOL & SHELTER PROGRAMS AND VARIOUS RELIEF EFFORTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $53,509

Program Service Revenue $0

Investment Income $12,435

Other Revenue $100,331

TOTAL REVENUE $166,275

Expense Breakdown

Grants Paid $131,596

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,596

Other Expenses $11,287

TOTAL EXPENSES $142,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,275	$207,053	-0.2%
Expenses	$142,883	$194,323	-0.3%
Net Income	$23,392	$12,730	+0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,200

Total Directors

$1,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLYNDA ROGERS	TREASURER	8.00	Officer Director	$1,200	$0	$1,200
BRENT SMELTZER	SECRETARY	5.00	Officer Director	$0	$0	$0
JOANN MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SANDER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GARDNER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
RICHARD PHOEBUS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE FERNUNG	PRESIDENT	15.00	Officer Director	$0	$0	$0
PAUL FARINEAU	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA BARBER	DIRECTOR	1.00	Director	$0	$0	$0
BEN BENZEL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES DOW	DIRECTOR	1.00	Director	$0	$0	$0
SEAN DONNELLY	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	$166,275	$142,883	$382,597	$23,392
2024	$207,053	$194,323	$359,205	$12,730
2023	$153,877	$166,653	$346,476	$-12,776
2022	$131,684	$132,993	$359,252	$-1,309
2021	$136,324	$112,890	$360,561	$23,434
2020	$187,642	$127,081	$337,127	$60,561
2019	$178,769	$142,164	$276,566	$36,605

ROTARY CLUB OF THE VILLAGES FOUNDATION INC