FRANKLIN NOON ROTARY CHARITABLE FOUNDATION INC (EIN 462064920) - 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

2013

Legal Domicile

Phone

6157902444

Tax Period

2023-01-01 to 2023-12-31

FRANKLIN NOON ROTARY CHARITABLE FOUNDATION INC, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $465K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 23% operating margin.

Mission

The Franklin Noon Rotary Charitable Foundation Inc. was formed to provide international domestic and local philanthropic efforts in the spirit of Rotary Internationals motto of "Service Above Self."

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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 $442,420

Program Service Revenue $0

Investment Income $22,265

Other Revenue $0

TOTAL REVENUE $464,685

Expense Breakdown

Grants Paid $356,233

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,233

Other Expenses $1,756

TOTAL EXPENSES $357,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$464,685	$338,222	+0.4%
Expenses	$357,989	$214,406	+0.7%
Net Income	$106,696	$123,816	-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

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	Role	Reportable Comp	Other Comp	Total
Kevin McAdams	Chairman	Officer Director	$0	$0	$0
David Ott	President	Officer Director	$0	$0	$0
Tom Matyas	Treasurer	Officer Director	$0	$0	$0
Meghan Guffee	Secretary	Officer Director	$0	$0	$0
Tom Boylan	Trustee	Officer Director	$0	$0	$0
David Comer	Trustee	Director	$0	$0	$0
Armando Estrada	Trustee	Director	$0	$0	$0
Peggy Jones	Trustee	Director	$0	$0	$0
Travis Morgan	Trustee	Director	$0	$0	$0
Gail Powell	Trustee	Director	$0	$0	$0
Robert Russell	Trustee	Officer Director	$0	$0	$0
Mark Scott	Trustee	Director	$0	$0	$0
Christine Wilson	Trustee	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
2024	No data	No data	No data	No data
2023	$464,685	$357,989	$581,430	$106,696
2022	$338,222	$214,406	$471,984	$123,816
2021	$28,673	$66,350	$348,168	$-37,677
2020	$156,478	$175,768	$385,845	$-19,290
2019	$14,373	$46,379	$405,135	$-32,006
2018	$159,618	$157,992	$437,141	$1,626

FRANKLIN NOON ROTARY CHARITABLE FOUNDATION INC