YORK ROTARY CHARITABLE ENDOWMENT FUND (EIN 232642321) - 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

1991

Legal Domicile

Principal Officer

DOUG BERMAN

Phone

7178481370

Tax Period

2023-07-01 to 2024-06-30

YORK ROTARY CHARITABLE ENDOWMENT FUND, founded in 1991, is a small nonprofit that reported $245K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Net assets of $2.9M represent 142 months of operating reserves.

Mission

PROVIDE FINANCIAL ASSISTANCE TO CHILDREN AND STUDENTS OR YORK COUNTY, PA

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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 $134,672

Program Service Revenue $0

Investment Income $51,934

Other Revenue $58,339

TOTAL REVENUE $244,945

Expense Breakdown

Grants Paid $225,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $225,790

Other Expenses $33,991

TOTAL EXPENSES $259,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,945	$200,470	+0.2%
Expenses	$259,781	$182,308	+0.4%
Net Income	$-14,836	$18,162	-1.8%

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
AMY ANSTINE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MAC BRILLHART	PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT FALVEY	DIRECTOR	2.00	Director	$0	$0	$0
TODD FOGDALL	SECRETARY	2.00	Officer Director	$0	$0	$0
AARON JACOBS	DIRECTOR	2.00	Director	$0	$0	$0
GLENN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY BAILEY PICCOLO	DIRECTOR	2.00	Director	$0	$0	$0
WILDA REAHM-ALESSI	DIRECTOR	2.00	Director	$0	$0	$0
SONAM RUIT	DIRECTOR	2.00	Director	$0	$0	$0
JOYCE SANTIAGO	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN TATE	DIRECTOR	2.00	Director	$0	$0	$0
DOUG BERMAN	TREASURER/FI	3.00	Officer	$0	$0	$0
LYNNE MORRISON	EXECUTIVE DI	8.00	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	$244,945	$259,781	$2,907,777	$-14,836
2023	$200,470	$182,308	$2,750,422	$18,162
2023	$200,470	$182,308	$2,750,422	$18,162
2022	$185,917	$273,734	$2,590,041	$-87,817
2021	$113,285	$118,396	$3,012,072	$-5,111
2020	$251,897	$108,124	$2,543,552	$143,773
2019	$248,005	$154,161	$2,459,322	$93,844
2018	$125,813	$136,071	$2,170,147	$-10,258

YORK ROTARY CHARITABLE ENDOWMENT FUND