BETHESDA CHEVY CHASE ROTARY CLUB F… - 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

1970

Legal Domicile

Principal Officer

Charles Reading

Phone

3016644612

Tax Period

2024-07-01 to 2025-06-30

BETHESDA CHEVY CHASE ROTARY CLUB FOUNDATION INC, founded in 1970, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $65K exceeded revenue, resulting in a 13% operating deficit.

Mission

THE CHARITY SUPPORTS LOCAL AND INTERNATIONAL COMMUNITY CHARITIES AND PROGRAMS HELPING THE POOR, ILL AND ARTS PREDOMINANTLY.

Program Service Accomplishments

Program 1

Expenses: $64,546 Revenue: $420

RAISED FUNDS TO SUPPORT LOCAL AND INTERNATIONAL CHARTITIES AND PROGRAMS HELPING THE POOR, ILL AND ARTS PREDOMINANTLY IN BETHESDA-CHEVY CHASE AREA OF MARYLAND

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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 (2024)

Revenue Breakdown

Contributions & Grants $40,340

Program Service Revenue $0

Investment Income $16,841

Other Revenue $0

TOTAL REVENUE $57,181

Expense Breakdown

Grants Paid $64,126

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,546

Other Expenses $420

TOTAL EXPENSES $64,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,181	$70,274	-0.2%
Expenses	$64,546	$69,556	-0.1%
Net Income	$-7,365	$718	-11.3%

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

N/A

Employees

N/A

Volunteers

N/A

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
Stuart Barr	Director	2	Officer	$0	$0	$0
Varda Fink	PRESIDENT	5	Officer	$0	$0	$0
CHARLES READING	Treasurer	2	Officer	$0	$0	$0
Monique sanfuentes	SECETARY	2	Officer	$0	$0	$0
Mark Pape	DIRECTOR	2	Officer	$0	$0	$0
Stacey Schacter	DIRECTOR	2	Officer	$0	$0	$0
Stuart Schwager	DIRECTOR	2	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	$57,181	$64,546	$397,883	$-7,365
2024	$70,274	$69,556	$405,248	$718
2023	$55,223	$70,297	$404,530	$-15,074
2022	$42,871	$52,209	$419,604	$-9,338
2021	$97,837	$64,159	$428,665	$33,678
2020	$66,984	$104,496	$394,987	$-37,512

BETHESDA CHEVY CHASE ROTARY CLUB FOUNDATION INC