THE CY RAPP AND CAROLYN RAPP CHARITABLE TRUST (EIN 383679577) - 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

2003

Legal Domicile

Principal Officer

DAVID LASHIER

Phone

7122462029

Tax Period

2024-01-01 to 2024-12-31

THE CY RAPP AND CAROLYN RAPP CHARITABLE TRUST, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $234K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 65% operating margin.

Mission

TO PROVIDE CHARITABLE GRANTS TO QUALIFIED ORGANIZATIONS IN THE GREATER SHENANDOAH AREA FOR PROJECTS THAT PROMOTE THE WELL BEING OF SHENANDOAH AND THE VINCINITY

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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 $0

Program Service Revenue $0

Investment Income $233,659

Other Revenue $0

TOTAL REVENUE $233,659

Expense Breakdown

Grants Paid $38,872

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,394

Other Expenses $42,522

TOTAL EXPENSES $81,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,659	$191,631	+0.2%
Expenses	$81,394	$144,572	-0.4%
Net Income	$152,265	$47,059	+2.2%

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

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE HANNA	SECRETARY	1.00	Director	$600	$0	$600
DUANE REXROTH	TRUSTEE	1.00	Director	$600	$0	$600
GARY GEE	PRESIDENT	1.00	Director	$0	$0	$0
ERWIN AUST	TRUSTEE	1.00	Director	$600	$0	$600
DAVID LASHIER	TREASURER	1.00	Director	$0	$0	$0
SUSAN BLANE	TRUSTEE	1.00	Director	$600	$0	$600

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
2024	$233,659	$81,394	$5,745,606	$152,265
2023	$191,631	$144,572	$5,604,141	$47,059
2022	$438,790	$125,641	$5,569,132	$313,149
2019	$897,622	$140,975	$5,419,317	$756,647
2018	$302,277	$164,773	$4,662,670	$137,504

THE CY RAPP AND CAROLYN RAPP CHARITABLE TRUST