ROUND IT UP AMERICA INC (EIN 452258715) - 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

2012

Legal Domicile

Principal Officer

MICHELLE MCCARTHY

Phone

8555547482

Tax Period

2024-01-01 to 2024-12-31

ROUND IT UP AMERICA INC, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.2M in total revenue in fiscal year 2024.

Mission

PROVIDE DONORS OF PARTICIPATING BUSINESSES THE OPPORTUNITY TO DONATE MONEY TO SUPPORT CHARITABLE ORGANIZATIONS.

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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 $9,219,867

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,219,867

Expense Breakdown

Grants Paid $8,742,908

Salaries & Benefits $266,947

Fundraising Expenses $0

Program Expenses $8,995,531

Other Expenses $163,543

TOTAL EXPENSES $9,173,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,219,867	$8,762,165	+0.1%
Expenses	$9,173,398	$8,710,333	+0.1%
Net Income	$46,469	$51,832	-0.1%

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

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

$252,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARALD HERRMANN	CO-FOUNDER AND CHAIRMAN	1.00	Officer Director	$0	$0	$0
JENNIFER WEERHEIM	CO-FOUNDER AND TREASURER	1.00	Officer Director	$0	$0	$0
PHIL CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL AMESTOY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FINKELSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MCCARTHY	EXECUTIVE DIRECTOR	40.00	Officer	$240,999	$12,000	$252,999

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	$9,219,867	$9,173,398	$3,331,669	$46,469
2023	$8,762,165	$8,710,333	$3,778,845	$51,832
2022	$5,002,655	$5,062,681	$1,537,515	$-60,026
2021	$4,771,536	$4,854,700	$1,212,929	$-83,164
2020	$4,080,895	$4,000,453	$2,071,163	$80,442
2019	$1,245,203	$1,325,323	$366,391	$-80,120
2018	$1,006,243	$1,038,435	$302,880	$-32,192

ROUND IT UP AMERICA INC