ROTARY INTERNATIONAL BELMONT FOUND… - Form 990 Financial Data

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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

1986

Legal Domicile

Phone

6508146391

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL BELMONT FOUNDATION, founded in 1986, is a small nonprofit that reported $206K in total revenue in fiscal year 2023.

Mission

Support Local Students Teachers and Veterans

Program Service Accomplishments

Program 1

Expenses: $41,686 Revenue: $84,266

Fund Raiser for Support of local Teachers and Students

Program 2

Expenses: $34,032 Revenue: $39,086

Fundraiser to Support our Cars for Vets Program

Program 3

Expenses: $49,527 Revenue: $60,755

Fundraiser to Support Mental Health Initiatives

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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 $0

Program Service Revenue $204,945

Investment Income $13

Other Revenue $726

TOTAL REVENUE $205,684

Expense Breakdown

Grants Paid $78,425

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $204,219

Other Expenses $126,572

TOTAL EXPENSES $204,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,684	$216,155	0.0%
Expenses	$204,997	$203,551	+0.0%
Net Income	$687	$12,604	-0.9%

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

N/A

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
Ray Avenzino	President	10.00	Officer Director	$0	$0	$0
Adele della Santina	Foundation Chair	3.00	Officer Director	$0	$0	$0
Stephen Gross	Treasurer	10.00	Officer Director	$0	$0	$0
Angela Gianinni	Secretary	5.00	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
2025	No data	No data	No data	No data
2024	$205,684	$204,997	$241,207	$687
2023	$216,155	$203,551	$241,054	$12,604

ROTARY INTERNATIONAL BELMONT FOUNDATION