ROGER FEDERER CHARITABLE FUND INC (EIN 463792548) - 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

Principal Officer

SONNET MCKINNON

Phone

2164646266

Tax Period

2023-01-01 to 2023-12-31

ROGER FEDERER CHARITABLE FUND INC, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $814K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 28% operating deficit.

Mission

THE ROGER FEDERER CHARITABLE FUND, INC. SUPPORTS THE WORK OF THE ROGER FEDERER FOUNDATION, WHICH BENEFITS CHILDREN LIVING IN POVERTY AND HELPS THEM TO REALIZE THEIR POTENTIAL. THE ROGER FEDERER FOUNDATION SUPPORTS EDUCATION PROJECTS IN SOUTHERN AFRICA AND SWITZERLAND.

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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 $801,555

Program Service Revenue $0

Investment Income $11,958

Other Revenue $0

TOTAL REVENUE $813,513

Expense Breakdown

Grants Paid $1,000,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,025,000

Other Expenses $41,962

TOTAL EXPENSES $1,041,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$813,513	$1,112,485	-0.3%
Expenses	$1,041,962	$1,415,991	-0.3%
Net Income	$-228,449	$-303,506	-0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONNET MCKINNON	PRESIDENT & TREASURER	10.00	Officer Director	$0	$0	$0
ANTHONY GODSICK	DIRECTOR	10.00	Officer Director	$0	$0	$0
MARK J CASTELL	SECRETARY & DIRECTOR	5.00	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
2024	No data	No data	No data	No data
2023	$813,513	$1,041,962	$138,511	$-228,449
2022	$1,112,485	$1,415,991	$366,960	$-303,506
2021	$1,475,268	$1,019,252	$670,466	$456,016

ROGER FEDERER CHARITABLE FUND INC