ROTARY CLUB OF CHARLES TOWN CHARITABLE FOUNDATION (EIN 271919900) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

RONALD SLONAKER

Phone

3047257451

Tax Period

2025-01-01 to 2025-12-31

ROTARY CLUB OF CHARLES TOWN CHARITABLE FOUNDATION, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $108K in total revenue in fiscal year 2025. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $96K left a modest 11% surplus.

Mission

TO PROVIDE GOODS AND SERVICES AND TO RAISE FUNDS FOR LOCAL COMMUNITY CHARITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $4,021

Program Service Revenue $0

Investment Income $0

Other Revenue $103,759

TOTAL REVENUE $107,780

Expense Breakdown

Grants Paid $96,291

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,337

Other Expenses $46

TOTAL EXPENSES $96,337

Year-over-Year Comparison

	2025	2024	Change
Revenue	$107,780	$67,098	+0.6%
Expenses	$96,337	$58,348	+0.7%
Net Income	$11,443	$8,750	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEVE BITTINGER	FOUNDATION C	2.00	Director	$0	$0	$0
KELLY CHANEY	PUBLIC RELAT	2.00	Director	$0	$0	$0
CHRISTOPHER COX	PAST PRESIDE	2.00	Director	$0	$0	$0
DEBORAH CRITES	CLUB ADMIN C	2.00	Director	$0	$0	$0
BRUCE DILLON	MEMBERSHIP C	2.00	Director	$0	$0	$0
AMY WIX LOERA	CLUB SERVICE	2.00	Director	$0	$0	$0
JEREMIAH RICHARD	PRESIDENT EL	5.00	Director	$0	$0	$0
JOHN SHERWOOD	SERGEANT AT	2.00	Director	$0	$0	$0
RONALD SLONAKER	TREASURER	5.00	Director	$0	$0	$0
ANN SMITH	PRESIDENT	5.00	Director	$0	$0	$0
RENEE SMITH	SECRETARY	5.00	Director	$0	$0	$0
JAMES SOUTHERN	VICE PRESIDE	5.00	Director	$0	$0	$0
JULIA YUASZ	YOUTH SERVIC	2.00	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	$107,780	$96,337	$47,329	$11,443
2024	$67,098	$58,348	$35,886	$8,750
2023	$62,902	$68,011	$27,136	$-5,109
2022	$70,083	$43,604	$32,245	$26,479
2021	$29,626	$37,628	$5,766	$-8,002
2020	$25,523	$45,961	$13,768	$-20,438
2019	$66,526	$83,747	$34,206	$-17,221
2018	$72,014	$61,128	$51,427	$10,886

ROTARY CLUB OF CHARLES TOWN CHARITABLE FOUNDATION