WESTWOOD VILLAGE ROTARY CLUB FOUNDATION (EIN 954398813) - 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

1992

Legal Domicile

Principal Officer

TERRENCE M WHITE

Phone

3102741369

Tax Period

2023-07-01 to 2024-06-30

WESTWOOD VILLAGE ROTARY CLUB FOUNDATION, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $164K in total revenue in fiscal year 2023. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 36% operating margin.

Mission

PROVIDES GRANTS FOR ROTARY YOUTH, COMMUNITY, PEACE, VOCATIONAL AND INTERNATIONAL PROJECTS

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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 $50,295

Program Service Revenue $0

Investment Income $113,881

Other Revenue $0

TOTAL REVENUE $164,176

Expense Breakdown

Grants Paid $105,144

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,144

Other Expenses $440

TOTAL EXPENSES $105,584

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,176	$66,345	+1.5%
Expenses	$105,584	$93,724	+0.1%
Net Income	$58,592	$-27,379	-3.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN DAY	PRESIDENT, TRUSTEE	2.00	Officer Director	$0	$0	$0
TERRENCE M WHITE	TREASURER, TRUSTEE	2.00	Officer Director	$0	$0	$0
NANCY MCCREADY	SECRETARY, TRUSTEE	2.00	Officer Director	$0	$0	$0
THOMAS BARRON	TRUSTEE	2.00	Director	$0	$0	$0
BENJAMIN FISHER	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER GAYNOR	TRUSTEE	2.00	Director	$0	$0	$0
DIANE GOOD	TRUSTEE	2.00	Director	$0	$0	$0
MARK ROGO	TRUSTEE	2.00	Director	$0	$0	$0
GORDON FELL	TRUSTEE	2.00	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	$164,176	$105,584	$1,324,766	$58,592
2023	$66,345	$93,724	$1,186,738	$-27,379
2022	$317,871	$86,628	$1,129,933	$231,243
2021	$73,251	$60,351	$1,295,762	$12,900
2018	$60,980	$44,056	$1,118,324	$16,924

WESTWOOD VILLAGE ROTARY CLUB FOUNDATION