THE CHARLOTTE HALL ROTARY FOUNDATION INC

EIN: 522170259 501(c)(3) Philanthropy & Grantmaking

CHARLOTTE HALL, MD

Total Revenue
$207,855
Total Expenses
$256,060
Total Assets
$166,033
Net Assets
$166,033
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
MD
Principal Officer
KARRIE WOOD
Phone
3018845904
Tax Period
2023-07-01 to 2024-06-30

THE CHARLOTTE HALL ROTARY FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $208K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $256K exceeded revenue, resulting in a 23% operating deficit.

Mission

THE CHARLOTTE HALL ROTARY FOUNDATION INC IS ONE OF THE LOCAL CHAPTERS OF THE GLOBAL ROTARY CLUB ORGANIZATION, THE MISSION OF WHICH IS TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACH THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE - ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES. ROTARY IS DEDICATED TO CAUSES THAT BUILD INTERNATIONAL RELATIONSHIPS, IMPROVE LIVES, AND CREATE A BETTER WORLD TO SUPPORT OUT PEACE EFFORTS AND END POLIO FOREVER. ROTARY MEMBERS BELIEVE THAT WE HAVE A SHARED RESPONSIBILITY TO TAKE ACTION ON OUR WORLD'S MOST PERSISTENT ISSUES. OUR 35000+ CLUBS WORK TOGETHER TO: PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVE MOTHERS AND CHILDREN, SUPPORT EDUCATION AND GROW LOCAL ECONOMIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $184,025
Program Service Revenue $0
Investment Income $298
Other Revenue $23,532
TOTAL REVENUE $207,855

Expense Breakdown

Grants Paid $252,093
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $252,093
Other Expenses $3,967
TOTAL EXPENSES $256,060

Year-over-Year Comparison

2023 2022 Change
Revenue $207,855 $168,345 +0.2%
Expenses $256,060 $129,407 +1.0%
Net Income $-48,205 $38,938 -2.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ILA SHAH PRESIDENT 4.00
Officer Director
$0 $0 $0
KARRIE WOOD TREASURER 4.00
Officer Director
$0 $0 $0
THERESA DORSEY SECRETARY 2.00
Officer Director
$0 $0 $0
RYAN SCHLOTTERBECK BOARD MEMBER 2.00
Director
$0 $0 $0
STEPHEN MATTINGLY BOARD MEMBER 2.00
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 No data No data No data No data
2024 $207,855 $256,060 $166,033 $-48,205
2023 $168,345 $129,407 $214,238 $38,938
2022 $230,241 $244,272 $175,300 $-14,031
2021 $181,298 $150,630 $189,331 $30,668
2020 $177,916 $205,420 $158,663 $-27,504
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