FREDERICKSBURG MORNING ROTARY CLUB CHARITY FUND (EIN 352300785) - 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

2007

Legal Domicile

Principal Officer

MCKENZIE MOELLERING

Phone

8303075259

Tax Period

2023-07-01 to 2024-06-30

FREDERICKSBURG MORNING ROTARY CLUB CHARITY FUND, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $65K in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring.

Mission

THE FREDERICKSBURG MORNING ROTARY CLUB CHARITY FUND ("FMRCCF") MAINTAINS THE FUNDRAISING ACTIVITIES AND THE CHARITABLE FUNCTIONS OF THE FREDERICKSBURG MORNING ROTARY CLUB. THE NET PROCEEDS FROM ALL OF THE ACTIVITIES OF FMRCCF WILL BE DONATED TO VARIOUS CHARITABLE ORGANIZATIONS (MOSTLY LOCAL) OR USED TO FUND VARIOUS CHARITABLE PROJECTS.

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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 $35,432

Program Service Revenue $0

Investment Income $1,003

Other Revenue $28,073

TOTAL REVENUE $64,508

Expense Breakdown

Grants Paid $36,853

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,570

Other Expenses $32,717

TOTAL EXPENSES $69,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,508	$679,281	-0.9%
Expenses	$69,570	$604,860	-0.9%
Net Income	$-5,062	$74,421	-1.1%

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

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
MCKENZIE MOELLERING	PRESIDENT	4.00	Officer	$0	$0	$0
MARC BENNETT	VICE PRESIDE	3.00	Officer	$0	$0	$0
JUDY HUTCHERSON	EXEC. SECRET	3.00	Officer	$0	$0	$0
BRIAN WIGGINS	SECRETARY	3.00	Officer	$0	$0	$0
JAKE WHITTINGTON	TREASURER	3.00	Officer	$0	$0	$0
FRANK JENSON	DIRECTOR	2.00	Director	$0	$0	$0
LUZAAN ODENDAAL	DIRECTOR	2.00	Director	$0	$0	$0
TANYA CHAMBERS	PAST PRESIDE	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
2025	No data	No data	No data	No data
2024	$64,508	$69,570	$96,337	$-5,062
2023	$679,281	$604,860	$101,399	$74,421
2021	$587,721	$593,393	$12,556	$-5,672
2020	$911,848	$917,988	$19,228	$-6,140

FREDERICKSBURG MORNING ROTARY CLUB CHARITY FUND