PLYMOUTH ROTARY FOUNDATION (EIN 593841932) - 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

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

PLYMOUTH ROTARY FOUNDATION is a small nonprofit in the Environment sector that reported $188K in total revenue in fiscal year 2023. The organization ran a surplus of $141K, a strong 75% operating margin.

Mission

COMMUNITY DEVELOPMENT AND YOUTH SUPPORT

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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 $40,708

Program Service Revenue $0

Investment Income $7,930

Other Revenue $138,947

TOTAL REVENUE $187,585

Expense Breakdown

Grants Paid $21,310

Salaries & Benefits $0

Fundraising Expenses $321

Program Expenses $35,858

Other Expenses $24,834

TOTAL EXPENSES $46,144

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,585	$188,376	0.0%
Expenses	$46,144	$26,893	+0.7%
Net Income	$141,441	$161,483	-0.1%

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
SHARON THORNE	BOARD MEMBER	0.50	Director	$0	$0	$0
NANCY DYER	BOARD MEMBER	0.50	Director	$0	$0	$0
BRADEN SMITH	Member	0.50	Director	$0	$0	$0
PEGGY SMITH	BOARD MEMBER	0.25	Director	$0	$0	$0
ALICIA WILLIAMS	BOARD MEMBER	0.50	Director	$0	$0	$0
TONY FIZHERBERT	BOARD MEMEBER	0.50	Director	$0	$0	$0
RUSS NAGLE	BOARD MEMBER	0.50	Director	$0	$0	$0
ELIZABETH DEVER	Vice President	1.50	Officer	$0	$0	$0
LORA MILLER	Secretary	1.25	Officer	$0	$0	$0
MIKE CARRIER	President	2.00	Officer	$0	$0	$0
STEVE RAND	Foundation Trea	11.50	Officer	$0	$0	$0
KEN EVANS	Treasurer	0.25	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	No data	No data	No data	No data
2024	$187,585	$46,144	$370,898	$141,441
2023	$188,376	$26,893	$229,457	$161,483

PLYMOUTH ROTARY FOUNDATION