THE CHARLES B COZADD ROTARY FOUNDATION (EIN 382093277) - 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

1980

Legal Domicile

Principal Officer

DAVID BROWN

Phone

7346994678

Tax Period

2023-07-01 to 2024-06-30

THE CHARLES B COZADD ROTARY FOUNDATION, founded in 1980, is a micro nonprofit that reported $70K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Net assets of $1.0M represent 179 months of operating reserves.

Mission

TO SUPPORT EDUCATIONAL PROGRAMS

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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 $0

Program Service Revenue $0

Investment Income $70,330

Other Revenue $0

TOTAL REVENUE $70,330

Expense Breakdown

Grants Paid $59,624

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,043

Other Expenses $12,419

TOTAL EXPENSES $72,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,330	$55,718	+0.3%
Expenses	$72,043	$58,431	+0.2%
Net Income	$-1,713	$-2,713	-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

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
DAVID BROWN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RAMON EISSINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN JURIGA	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL KOZLOWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH BRUDER	SECRETARY/TR	1.00	Officer	$0	$0	$0
DAVID PARROT	VICE PRESIDE	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	No data	No data	No data	No data
2024	$70,330	$72,043	$1,047,118	$-1,713
2023	$55,718	$58,431	$1,048,831	$-2,713
2022	$93,666	$47,174	$1,051,544	$46,492
2021	$52,944	$42,186	$1,005,052	$10,758
2020	$65,790	$37,994	$994,294	$27,796
2019	$90,260	$104,468	$966,498	$-14,208

THE CHARLES B COZADD ROTARY FOUNDATION