WESTCHESTER ROTARY FOUNDATION (EIN 953978301) - 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

Formation Year

1989

Legal Domicile

Phone

3104840800

Tax Period

2022-07-01 to 2023-06-30

WESTCHESTER ROTARY FOUNDATION, founded in 1989, is a micro nonprofit that reported $5K in total revenue in fiscal year 2022. Revenue fell 105% from the prior year — a significant decline worth monitoring.

Mission

COMMUNITY AND INTERNATIONAL SERVICE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $30,550

Program Service Revenue $0

Investment Income $3,887

Other Revenue $-39,603

TOTAL REVENUE $-5,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,106

Other Expenses $111,195

TOTAL EXPENSES $111,195

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-5,166	$108,496	-1.0%
Expenses	$111,195	$250,839	-0.6%
Net Income	$-116,361	$-142,343	-0.2%

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

100

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
DARLENE FUKUJI	Director	Director	$0	$0	$0
COZETTE VERGARI	Trustee	Director	$0	$0	$0
WARREN BOBROW	VICE CHAIRMAN	Director	$0	$0	$0
TED ROSE	Vice Chaiman	Director	$0	$0	$0
RICHARD MOON	CHAIR	Director	$0	$0	$0
TOM JOHNSTONE	Trustee	Director	$0	$0	$0
JOHN RAMEY	Director	Director	$0	$0	$0
MICHAEL LAINE	Director	Director	$0	$0	$0
BRETT SIFLING	Director	Director	$0	$0	$0
ROBERT SMITH	Director	Director	$0	$0	$0
MELISSA MOORE	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$-5,166	$111,195	$856,346	$-116,361
2022	$108,496	$250,839	$902,117	$-142,343
2021	$75,513	$106,109	$1,053,491	$-30,596
2020	$108,501	$82,790	$1,067,569	$25,711
2019	$221,234	$181,339	$1,051,329	$39,895
2018	$87,768	$59,853	$1,031,426	$27,915

WESTCHESTER ROTARY FOUNDATION