CHARLES COUNTY ROTARY FOUNDATION I

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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

Principal Officer

JOHN G HUNGERFORD IV

Phone

3019348642

Tax Period

2024-07-01 to 2025-06-30

CHARLES COUNTY ROTARY FOUNDATION I is a small nonprofit in the Education sector that reported $132K in total revenue in fiscal year 2024. The organization ran a surplus of $51K, a strong 39% operating margin.

Mission

ADMINISTRATION OF SCHOLARSHIP PROGRAM AND LOCAL AND INTERNATIONAL CHARITABLE ACTIVITIES INCLUDING SUPPORT OF OTHER 501(C)(3) ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $54,020

THE FOUNDATION SUPPORTS CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES WITHIN THE LOCAL COMMUNITY BY PROVIDING FINANCIAL GRANTS AND SPONSORSHIPS TO QUALIFIED NONPROFIT ORGANIZATIONS. DURING...

THE FOUNDATION SUPPORTS CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES WITHIN THE LOCAL COMMUNITY BY PROVIDING FINANCIAL GRANTS AND SPONSORSHIPS TO QUALIFIED NONPROFIT ORGANIZATIONS. DURING THE YEAR, THE FOUNDATION AWARDED GRANTS AND SPONSORSHIPS TO NUMEROUS COMMUNITY-BASED ORGANIZATIONS SUPPORTING PROGRAMS IN EDUCATION, YOUTH DEVELOPMENT, HEALTH SERVICES, FOOD SECURITY, AND COMMUNITY IMPROVEMENT. DURING THE CURRENT FISCAL YEAR, WE ORGANIZED THE PURCHASE OF A 27,000 VEHICLE FOR THE SOUTHERN MARYLAND FOOD BANK, OF WHICH OUR CLUB CONTRIBUTED 13,265.

Program 2

Expenses: $25,000

THE FOUNDATION ADMINISTERS A SCHOLARSHIP PROGRAM TO SUPPORT GRADUATING HIGH SCHOOL SENIORS AND TRADE STUDENTS IN CHARLES COUNTY, MARYLAND. DURING THE YEAR, THE FOUNDATION AWARDED SCHOLARSHIPS TO...

THE FOUNDATION ADMINISTERS A SCHOLARSHIP PROGRAM TO SUPPORT GRADUATING HIGH SCHOOL SENIORS AND TRADE STUDENTS IN CHARLES COUNTY, MARYLAND. DURING THE YEAR, THE FOUNDATION AWARDED SCHOLARSHIPS TO ELIGIBLE STUDENTS FROM MULTIPLE LOCAL HIGH SCHOOLS AND TO STUDENTS PURSUING VOCATIONAL EDUCATION. RECIPIENTS WERE SELECTED THROUGH A FORMAL APPLICATION AND INTERVIEW PROCESS, USING OBJECTIVE, NONDISCRIMINATORY CRITERIA. SCHOLARSHIP FUNDS SUPPORT POST-SECONDARY EDUCATIONAL EXPENSES AT ACCREDITED INSTITUTIONS.

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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 $63,263

Program Service Revenue $0

Investment Income $20,936

Other Revenue $47,323

TOTAL REVENUE $131,522

Expense Breakdown

Grants Paid $79,020

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,211

Other Expenses $1,191

TOTAL EXPENSES $80,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,522	N/A	N/A
Expenses	$80,211	N/A	N/A
Net Income	$51,311	N/A	N/A

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

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
GREGORY C COCKERHAM	VP - SECRETA	1.00	Officer Director	$0	$0	$0
E LARRY SANDERS III	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN G HUNGERFORD IV	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSH JOSON	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE RIEMAN	DIRECTOR	1.00	Director	$0	$0	$0
GORDON SCHRADER	DIRECTOR	1.00	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
2025	$131,522	$80,211	$520,008	$51,311