WINDSOR ROTARY COMMUNITY FOUNDATION

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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

1989

Legal Domicile

Principal Officer

C EDWARD TURNER

Phone

7078360100

Tax Period

2023-01-01 to 2023-12-31

WINDSOR ROTARY COMMUNITY FOUNDATION, founded in 1989, is a micro nonprofit in the Recreation & Sports sector that reported $95K in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $43K, a strong 45% operating margin.

Mission

TO FURTHER THE GOALS AND OBJECTIVES OF ROTARY INTERNATIONAL IN OUR LOCAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $16,000

WINDSOR HIGH SCHOOL COLLEGE SCHOLARSHIP PROGRAM. SCHOLARSHIPS TOTALLING $16,000 WERE AWARDED TO COLLEGES AND UNIVERSITIES FOR THE BENEFIT OF 12 OUTSTANDING HIGH SCHOOL GRADUATING SENIORS ATTENDING...

WINDSOR HIGH SCHOOL COLLEGE SCHOLARSHIP PROGRAM. SCHOLARSHIPS TOTALLING $16,000 WERE AWARDED TO COLLEGES AND UNIVERSITIES FOR THE BENEFIT OF 12 OUTSTANDING HIGH SCHOOL GRADUATING SENIORS ATTENDING COLLEGE IN THE ACADEMIC YEAR 2023/24.

Program 2

Expenses: $4,743

TEACHER APPRECIATION AWARDS $4,743. HOSTED A TEACHER APPRECIATION AWARDS BREAKFAST FOR PEER-NOMINATED OUTSTANDING TEACHERS FROM EACH SCHOOL IN THE WINDSOR UNIFIED SCHOOL DISTRICT.

Program 3

Expenses: $2,950

WINDSOR FOOD AND TOY DRIVE. CONTRIBUTED $2,950 TO SUPPORT THE WINDSOR FOOD AND TOY DRIVE TO HELP THE NEEDY AND UNDERSERVED FAMILIES IN WINDSOR CELEBRATE THE HOLIDAY SEASON.

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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 $34,632

Program Service Revenue $0

Investment Income $74,649

Other Revenue $-14,188

TOTAL REVENUE $95,093

Expense Breakdown

Grants Paid $42,399

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,399

Other Expenses $10,011

TOTAL EXPENSES $52,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,093	$1,099,304	-0.9%
Expenses	$52,410	$105,647	-0.5%
Net Income	$42,683	$993,657	-1.0%

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	Role	Reportable Comp	Other Comp	Total
CAROL MARTIN	ASSISTANT TREASURER	Director	$0	$0	$0
LESLIE LEWIS	DIRECTOR	Director	$0	$0	$0
BRIAN LING	DIRECTOR	Director	$0	$0	$0
DOUG WILLIAMS	PRESIDENT	Officer	$0	$0	$0
BARBARA MCCHESNEY	VICE PRESIDENT	Officer	$0	$0	$0
CATHERINE HANRON	SECRETARY	Officer	$0	$0	$0
C EDWARD TURNER	TREASURER	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
2024	No data	No data	No data	No data
2023	$95,093	$52,410	$1,719,307	$42,683
2022	$1,099,304	$105,647	$1,676,624	$993,657
2021	$201,666	$58,139	$682,967	$143,527
2020	$74,960	$137,778	$539,440	$-62,818
2019	$247,248	$55,296	$602,258	$191,952
2018	$244,777	$474,237	$410,306	$-229,460