CONCORD ROTARY CHARITABLE ENDOWMEN… - 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

1922

Legal Domicile

Principal Officer

Rosario Rizzo

Phone

9783712500

Tax Period

2023-07-01 to 2024-06-30

CONCORD ROTARY CHARITABLE ENDOWMENT INC, founded in 1922, is a small nonprofit that reported $303K in total revenue in fiscal year 2023. Revenue surged 532% from the prior year, signaling strong growth momentum. The organization ran a surplus of $274K, a strong 90% operating margin.

Mission

To promote charitable and educational programs

Program Service Accomplishments

Program 1

Expenses: $15,000 Revenue: $0

Concord- Carlisle Scholarship Grant to support post highschool education

Program 2

Expenses: $2,302 Revenue: $0

Supporting Bristol Lodge to provide warm meals to individuals in need

Program 3

Expenses: $1,726 Revenue: $0

Minuteman Arc helps improving the lives of children and adults with disabilities.

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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 $268,449

Program Service Revenue $0

Investment Income $30,493

Other Revenue $3,870

TOTAL REVENUE $302,812

Expense Breakdown

Grants Paid $23,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,261

Other Expenses $5,811

TOTAL EXPENSES $29,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,812	$47,902	+5.3%
Expenses	$29,261	$33,062	-0.1%
Net Income	$273,551	$14,840	+17.4%

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
Rosario Rizzo	President/director	3	Director	$0	$0	$0
Elda K Alanaj	Treasurer/Director	3	Director	$0	$0	$0
Phyllis Maurer	Clerk/Director	3	Director	$0	$0	$0
Steve Levitsky	Clerk/Director	3	Director	$0	$0	$0
Karl Kussin	Director	3	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	$302,812	$29,261	$743,700	$273,551
2021	$65,694	$32,343	$523,284	$33,351

CONCORD ROTARY CHARITABLE ENDOWMENT INC