CHAGRIN VALLEY ROTARY FOUNDATION

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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

1946

Legal Domicile

Phone

2164022157

Tax Period

2024-07-01 to 2025-06-30

CHAGRIN VALLEY ROTARY FOUNDATION, founded in 1946, is a micro nonprofit in the Human Services sector that reported $49K in total revenue in fiscal year 2024. The organization ran a surplus of $26K, a strong 54% operating margin.

Mission

THE SOLE PURPOSE OF THIS FOUNDATION IS TO HOLD, INVEST, MANAGE AND ADMINISTER THE FOUNDATIONS ASSETS AND THE INCOME THEREFROM IN TRUST FOR VOCATIONAL EDUCATION, CHARITABLE AND OTHER ELEEMOSYNARY PURPOSES

Program Service Accomplishments

Program 1

Expenses: $17,430

PROGRAM SERVICES PROMOTING YOUTH EDUCATION AND CHILD HEALTH ARE AT THE CORE OF OUR MISSION. WE PROVIDE NEED-BASED SCHOLARSHIPS TO GRADUATING SENIORS DEMONSTRATING COMMITMENT TO SERVICE, BETTER...

PROGRAM SERVICES PROMOTING YOUTH EDUCATION AND CHILD HEALTH ARE AT THE CORE OF OUR MISSION. WE PROVIDE NEED-BASED SCHOLARSHIPS TO GRADUATING SENIORS DEMONSTRATING COMMITMENT TO SERVICE, BETTER EQUIPPING THEM TO PURSUE HIGHER EDUCATION AND CONTRIBUTE POSITIVELY TO SOCIETY.

Program 2

Expenses: $3,000

OUR PROGRAM SERVICES FOCUS ON PROMOTING COMMUNITY AND ECONOMIC DEVELOPMENT. WE PROUDLY SPONSOR THE CHAGRIN DOCUMENTARY FILM FESTIVAL, PRESENTING OUR SERVICE ABOVE SELF FILM AWARD TO RECOGNIZE...

OUR PROGRAM SERVICES FOCUS ON PROMOTING COMMUNITY AND ECONOMIC DEVELOPMENT. WE PROUDLY SPONSOR THE CHAGRIN DOCUMENTARY FILM FESTIVAL, PRESENTING OUR SERVICE ABOVE SELF FILM AWARD TO RECOGNIZE INDIVIDUALS WHO EMBODY THE COMMITMENT TO SERVICE.

Program 3

Expenses: $1,500

MISCELLANEOUS PROGRAM SERVICES FOCUSING ON PROMOTING COMMUNITY AND ECONOMIC DEVELOPMENT

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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 $48,611

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $48,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,930

Other Expenses $22,380

TOTAL EXPENSES $22,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,611	N/A	N/A
Expenses	$22,380	N/A	N/A
Net Income	$26,231	N/A	N/A

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

N/A

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
JOYCE PITEO	TRUSTEE	1.00	Director	$0	$0	$0
TOM ROONEY	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANN PONCE	TRUSTEE	1.00	Director	$0	$0	$0
GARY GARDINER	TRUSTEE	1.00	Director	$0	$0	$0
MARK E PORTER	TREASURER	1.00	Officer	$0	$0	$0
RICHARD LESKOVEC	PRESIDENT	1.00	Officer	$0	$0	$0
KAREN POCCIA	SECRETARY	1.00	Officer	$0	$0	$0
ALBERT TIEN	VICE PRESIDENT	1.00	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	$48,611	$22,380	$491,508	$26,231
2024	$14,374	$29,849	$428,092	$-15,475
2023	$41,200	$24,629	$401,515	$16,571
2022	$134,647	$146,235	$369,472	$-11,588
2021	$13,096	$28,000	$429,760	$-14,904
2020	$19,753	$15,854	$374,703	$3,899
2019	$42,121	$45,675	$372,671	$-3,554
2018	$32,160	$30,270	$363,262	$1,890