CHARIHO ROTARY FOUNDATION INC (EIN 050498611) - 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

2000

Legal Domicile

Principal Officer

HEATHER EKLOF

Tax Period

2023-07-01 to 2024-06-30

CHARIHO ROTARY FOUNDATION INC, founded in 2000, is a micro nonprofit in the Community Improvement sector that reported $97K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 26% operating margin.

Mission

THE MISSION OF THE CHARIHO ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY LOCALLY, NATIONALLY, AND INTERNATIONALLY.

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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 $52,826

Program Service Revenue $0

Investment Income $26,692

Other Revenue $17,412

TOTAL REVENUE $96,930

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,865

Other Expenses $38,975

TOTAL EXPENSES $71,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,930	$68,548	+0.4%
Expenses	$71,975	$61,396	+0.2%
Net Income	$24,955	$7,152	+2.5%

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
JEANNE ABATE	COMMUNITY SE	5.00	Director	$0	$0	$0
TIMOTHY BABCOCK	YOUTH PROGRA	5.00	Director	$0	$0	$0
LOUISE DINSMORE	INTERNATIONA	5.00	Director	$0	$0	$0
LARRY DUNN	PRESIDENT	5.00	Officer Director	$0	$0	$0
HANNAH DUSCHA	PUBLIC IMAGE	5.00	Director	$0	$0	$0
HEATHER EKLOF	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID HENLEY	VOCATIONAL S	5.00	Director	$0	$0	$0
BETH HOGAN	SEARGENT AT	5.00	Director	$0	$0	$0
DOUGLAS RANDALL IV	PRESIDENT EL	5.00	Officer Director	$0	$0	$0
ABBY NEILL	SECRETARY	5.00	Officer Director	$0	$0	$0
EDWARD SMITH	CLUB SERVICE	5.00	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	$96,930	$71,975	$661,404	$24,955
2023	$68,548	$61,396	$570,948	$7,152
2022	$89,588	$67,753	$523,644	$21,835
2021	$94,111	$54,568	$629,147	$39,543
2020	$37,582	$40,039	$493,702	$-2,457
2019	$78,074	$39,659	$510,999	$38,415

CHARIHO ROTARY FOUNDATION INC