CONCORD ROTARY CHARITABLE ENDOWMENT INC

EIN: 043051865 501(c)(3)

Concord, MA

Total Revenue
$302,812
Total Expenses
$29,261
Total Assets
$743,700
Net Assets
$743,700
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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
MA
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

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
45

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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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