NASHUA NH ROTARY CHARITY FUND INC (EIN 020267909) - 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

1961

Legal Domicile

Principal Officer

BRIAN LAW

Phone

6039668088

Tax Period

2023-07-01 to 2024-06-30

NASHUA NH ROTARY CHARITY FUND INC, founded in 1961, is a small nonprofit in the Community Improvement sector that reported $330K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $259K, a strong 79% operating margin.

Mission

CHARITY

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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 $10,639

Program Service Revenue $0

Investment Income $140,209

Other Revenue $179,031

TOTAL REVENUE $329,879

Expense Breakdown

Grants Paid $67,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,765

Other Expenses $2,777

TOTAL EXPENSES $70,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,879	$217,716	+0.5%
Expenses	$70,765	$84,353	-0.2%
Net Income	$259,114	$133,363	+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

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 BOILARD	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
NICK COFFEY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ERIN GLEESON	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
STEVE HEDGES	ASST. SECRET	1.00	Director	$0	$0	$0
PAIGE HULTMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LAW	PRESIDENT	5.00	Officer Director	$0	$0	$0
ADRIAN LEVESQUE	ASST. TREASU	1.00	Officer Director	$0	$0	$0
CHERYL LINDNER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY MACDONALD	SECRETARY	2.00	Officer Director	$0	$0	$0
BRITTANY PINKSTEN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA ROBINSON	TREASURER	5.00	Officer Director	$0	$0	$0
JERRILYN SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN E TULLEY	DIRECTOR	1.00	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	$329,879	$70,765	$1,796,461	$259,114
2023	$217,716	$84,353	$1,534,896	$133,363
2022	$116,624	$78,704	$1,389,129	$37,920
2022	$23,837	$77,475	$1,389,128	$-53,638
2021	$472,881	$99,398	$1,440,449	$373,483
2020	$79,002	$73,622	$1,138,192	$5,380
2019	$94,608	$79,281	$1,113,005	$15,327

NASHUA NH ROTARY CHARITY FUND INC