Rotary Club of Vienna VA Foundation (EIN 900183636) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Kelvin Pierce

Tax Period

2020-01-01 to 2020-12-31

Rotary Club of Vienna VA Foundation, founded in 1979, is a small nonprofit in the Recreation & Sports sector that reported $195K in total revenue in fiscal year 2018. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $693K represent 43 months of operating reserves.

Mission

The Foundation raises funds to support local, national and international charitable organizations and projects to improve living conditions, education and reduce disease.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $4,425

Program Service Revenue $0

Investment Income $61,664

Other Revenue $0

TOTAL REVENUE $66,089

Expense Breakdown

Grants Paid $189,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $189,635

Other Expenses $25

TOTAL EXPENSES $189,660

Year-over-Year Comparison

	2020	2019	Change
Revenue	$66,089	$291,252	-0.8%
Expenses	$189,660	$194,573	0.0%
Net Income	$-123,571	$96,679	-2.3%

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
Scott Butler Sr	Director	3.00	Director	$0	$0	$0
Michele H Wright	Director	3.00	Director	$0	$0	$0
A J Oskuie	Director	3.00	Director	$0	$0	$0
Kelvin Pierce	President	10.00	Officer Director	$0	$0	$0
Sheila Brennan	Vice President	5.00	Officer Director	$0	$0	$0
Matthew Brennan	Treasurer	25.00	Officer 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
2020	$66,089	$189,660	$704,547	$-123,571
2019	$291,252	$194,573	$811,134	$96,679
2018	$194,855	$196,423	$715,184	$-1,568

Rotary Club of Vienna VA Foundation