FOUNDATION OF THE NORTH HUNTERDON ROTARY (EIN 521759941) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

9087355195

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION OF THE NORTH HUNTERDON ROTARY, founded in 2002, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 44% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,150

Program Service Revenue $0

Investment Income $40,297

Other Revenue $82

TOTAL REVENUE $53,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,314

Other Expenses $29,970

TOTAL EXPENSES $29,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,529	$34,305	+0.6%
Expenses	$29,970	$28,184	+0.1%
Net Income	$23,559	$6,121	+2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
STEPHEN CROGHAN	Secretary	1.00	Officer Director	$0	$0	$0
CAROL GALLO	Past President	1.00	Officer Director	$0	$0	$0
KEVIN CHYNOWETH	President	1.00	Officer Director	$0	$0	$0
LES HALL	TREASURER	2.00	Officer Director	$0	$0	$0
ELIZABETH MINEUR	Vice President	1.00	Officer Director	$0	$0	$0
NORMAN GOLDBERG	ASSIST TREASURE	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
2024	$53,529	$29,970	$629,853	$23,559
2023	$34,305	$28,184	$565,252	$6,121
2022	$52,284	$24,077	$541,175	$28,207
2021	$50,137	$25,713	$627,834	$24,424
2020	$27,144	$12,363	$500,631	$14,781
2019	$26,726	$39,394	$508,324	$-12,668
2018	$58,202	$31,178	$538,272	$27,024

FOUNDATION OF THE NORTH HUNTERDON ROTARY