ROTARY CLUB OF CONCORD NH CHARITABLE FOUNDATION (EIN 020491600) - 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

1996

Legal Domicile

Principal Officer

KARYN FINKELSON

Phone

5084987326

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF CONCORD NH CHARITABLE FOUNDATION, founded in 1996, is a small nonprofit in the Human Services sector that reported $190K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 40% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO QUALIFIED STUDENTS AND FUNDS FOR VARIOUS CHARITABLE AND CIVIC/COMMUNITY ORGANIZATIONS.

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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 $64,500

Program Service Revenue $0

Investment Income $112,195

Other Revenue $13,551

TOTAL REVENUE $190,246

Expense Breakdown

Grants Paid $61,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,401

Other Expenses $51,981

TOTAL EXPENSES $113,481

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,246	$156,616	+0.2%
Expenses	$113,481	$202,818	-0.4%
Net Income	$76,765	$-46,202	-2.7%

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
PIETER HOLLENBERG	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS MORSE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC ROSENBERGER	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH SWEENEY	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS BOHLMAN	PRESIDENT-EL	2.00	Officer	$0	$0	$0
VIRGINIA FINER	PAST PRESIDE	2.00	Officer	$0	$0	$0
KARYN FINKELSON	PRESIDENT	6.00	Officer	$0	$0	$0
JOYCE MCCABE	SECRETARY	4.00	Officer	$0	$0	$0
SHANNON MILLS	VICE PRESIDE	2.00	Officer	$0	$0	$0
VINCENT TRENTO	TREASURER	4.00	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	$190,246	$113,481	$2,275,522	$76,765
2023	$156,616	$202,818	$2,039,562	$-46,202
2022	$180,859	$137,181	$1,993,441	$43,678
2021	$100,755	$111,799	$2,398,270	$-11,044
2020	$134,234	$123,573	$1,923,796	$10,661
2019	$113,083	$177,858	$1,887,298	$-64,775

ROTARY CLUB OF CONCORD NH CHARITABLE FOUNDATION