ROUND-UP FOUNDATION

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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

2002

Legal Domicile

Phone

9286845479

Tax Period

2023-01-01 to 2023-12-31

ROUND-UP FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $154K in total revenue in fiscal year 2023. Revenue surged 791% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 100% operating margin.

Mission

To support the charitable, educational and economic vitality of the Wickenburg area business community, to provide community-wide support and education, and to promote and support activities of the business community.

Program Service Accomplishments

Program 1

Expenses: $25

Designated funds from which income and principal will be used to fund educational scholarships and grants. Funds to the Wickenburg Chamber of Commerce to supplement various operating costs and...

Designated funds from which income and principal will be used to fund educational scholarships and grants. Funds to the Wickenburg Chamber of Commerce to supplement various operating costs and expenses of the organization, including restoration of the Depot building which houses the Wickenburg Chamber of Commerce.

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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 $138,300

Program Service Revenue $0

Investment Income $15,407

Other Revenue $0

TOTAL REVENUE $153,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25

Other Expenses $50

TOTAL EXPENSES $50

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,707	$17,249	+7.9%
Expenses	$50	N/A	N/A
Net Income	$153,657	$17,249	+7.9%

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
BEN ROOT	President	1.00	Officer Director	$0	$0	$0
BRENDA HERSHKOWITZ	Director	1.00	Officer Director	$0	$0	$0
GERI FAIR	Director	1.00	Officer Director	$0	$0	$0
BRENT MCKEEVER	Director	1.00	Officer Director	$0	$0	$0
MARK HANCOCK	Director	1.00	Officer 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	$153,707	$50	$338,108	$153,657
2022	$17,249	No data	$175,532	No data
2021	$200,131	$296,437	$158,284	$-96,306
2020	$152,078	$86,598	$254,046	$65,480
2019	$33,465	$77,047	$188,566	$-43,582
2018	$142,680	$290,261	$232,149	$-147,581