BOCA RATON ROTARY FUND INC (EIN 596151047) - 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

Principal Officer

BILL RIDDICK

Phone

5614777180

Tax Period

2024-07-01 to 2025-06-30

BOCA RATON ROTARY FUND INC is a small nonprofit in the Community Improvement sector that reported $445K in total revenue in fiscal year 2024. Expenses of $424K left a modest 5% surplus.

Mission

THE PURPOSE OF THIS CORPORATION IS TO RECEIVE AND ADMINISTER FUNDS FOR SCIENTIFIC, EDUCATIONAL, CHARITABLE AND CIVIC PURPOSES, ALL FOR THE PUBLIC WELFARE, WITH EMPHASIS ON ACTIVITIES IN THE GREATER BOCA RATON AREA.

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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 $281,509

Program Service Revenue $0

Investment Income $27,310

Other Revenue $135,726

TOTAL REVENUE $444,545

Expense Breakdown

Grants Paid $249,147

Salaries & Benefits $0

Fundraising Expenses $34,400

Program Expenses $336,358

Other Expenses $175,327

TOTAL EXPENSES $424,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$444,545	$416,231	+0.1%
Expenses	$424,474	$489,524	-0.1%
Net Income	$20,071	$-73,293	-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
GARY HILDEBRAND	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MOLICA	DIRECTOR	2.00	Director	$0	$0	$0
NEIL SAFFER	DIRECTOR	2.00	Director	$0	$0	$0
BERNARDO WOLFSON	DIRECTOR	2.00	Director	$0	$0	$0
KRIS AMORELLO	INCOMING PRE	2.00	Officer	$0	$0	$0
DAVID DWECK	IMM PAST PRE	2.00	Officer	$0	$0	$0
WESTIN FENGLER	PRESIDENT EL	2.00	Officer	$0	$0	$0
BILL RIDDICK	CHAIR	2.00	Officer	$0	$0	$0
RICHARD ZIMMER	DIRECTOR	2.00	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	$444,545	$424,474	$797,948	$20,071
2024	$416,231	$489,524	$777,777	$-73,293
2023	$379,340	$151,759	$851,070	$227,581
2022	$343,150	$377,795	$623,489	$-34,645
2021	$218,056	$119,195	$658,164	$98,861

BOCA RATON ROTARY FUND INC