SANDUSKY ROTARY CLUB CHARITABLE FUND INC (EIN 341406953) - 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

Principal Officer

RICHARD JEFFREY

Phone

4196251707

Tax Period

2022-07-01 to 2023-06-30

SANDUSKY ROTARY CLUB CHARITABLE FUND INC is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $47K in total revenue in fiscal year 2022. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 16% operating margin.

Mission

TO ACCEPT GIFTS, BEQUESTS, AND DEVISES, LEGACIES, AND OTHER CONTRIBUTIONS FOR EDUCATIONAL AND OTHER CHARITABLE USES AND PURPOSES; AND TO EXPEND, CONTRIBUTE AND OTHERWISE HANDLE AND DISBURSE THE FUNDS AND PROPERTY OF THE FUND FOR SUCH PUPOSES, EITHER DIRECTLY OR BY CONTRIBUTION TO OTHER AGENCIES, ORGANIZATIONS AND INSTITUTIONS ORGANIZED FOR ONE OR MORE OF SUCH PURPOSES.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $28,102

Program Service Revenue $0

Investment Income $10,422

Other Revenue $8,501

TOTAL REVENUE $47,025

Expense Breakdown

Grants Paid $39,433

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,433

Other Expenses $100

TOTAL EXPENSES $39,533

Year-over-Year Comparison

	2022	2021	Change
Revenue	$47,025	$26,641	+0.8%
Expenses	$39,533	$127,268	-0.7%
Net Income	$7,492	$-100,627	-1.1%

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
SCOTT BIECHELE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FEICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN J HUFNAGLE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD JEFFREY	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS KROMER	TRUSTEE	1.00	Director	$0	$0	$0
JOHNNIE LEONHARDT	TRUSTEE	1.00	Director	$0	$0	$0
ALLEN NICKLES	TRUSTEE	1.00	Director	$0	$0	$0
STEVE PATTERSON	TRUSTEE	1.00	Director	$0	$0	$0
JAMES SCHERGER	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM TUCKER	TRUSTEE	1.00	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
2023	$47,025	$39,533	$384,697	$7,492
2022	$26,641	$127,268	$385,448	$-100,627
2021	$148,135	$43,163	$522,754	$104,972

SANDUSKY ROTARY CLUB CHARITABLE FUND INC