ROTARY CLUB OF SCHAUMBURG HOFFMAN ESTATES CHARITABLE FOUNDATION INC (EIN 363891070) - 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

1993

Legal Domicile

Principal Officer

WESLEY CROCKET

Phone

6302448361

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SCHAUMBURG HOFFMAN ESTATES CHARITABLE FOUNDATION INC, founded in 1993, is a small nonprofit in the Education sector that reported $240K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $225K left a modest 6% surplus.

Mission

DONATIONS TO CHARITABLE ORGANIZATIONS AND TO VOCATIONAL AND FOUR YEAR COLLEGE STUDENTS

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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 $5,000

Program Service Revenue $0

Investment Income $33,192

Other Revenue $201,732

TOTAL REVENUE $239,924

Expense Breakdown

Grants Paid $207,501

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,179

TOTAL EXPENSES $224,680

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,924	$296,815	-0.2%
Expenses	$224,680	$271,769	-0.2%
Net Income	$15,244	$25,046	-0.4%

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

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
ED HAAG	PRESIDENT	001.00	Officer Director	$0	$0	$0
GLENN SZURGOT	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
JIM FABBRINI	SECRETARY	001.00	Officer Director	$0	$0	$0
WESLEY CROCKET	TRESURER	001.00	Officer Director	$0	$0	$0
RACHAEL HUBSCH	DIRECTOR	001.00	Director	$0	$0	$0
JAMES FABBRINI	DIRECTOR	001.00	Director	$0	$0	$0
BARRY CHRISTIAN	DIRECTOR	001.00	Director	$0	$0	$0
GARY ANDERSON	DIRECTOR	001.00	Director	$0	$0	$0
THOEDORE GROSS	DIRECTOR	001.00	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	$239,924	$224,680	$1,076,703	$15,244
2024	$296,815	$271,769	$999,537	$25,046
2023	$216,686	$227,567	$873,501	$-10,881
2022	$259,191	$231,358	$854,217	$27,833
2021	$196,840	$246,693	$995,243	$-49,853

ROTARY CLUB OF SCHAUMBURG HOFFMAN ESTATES CHARITABLE FOUNDATION INC