THE CHARLOTTE HALL ROTARY FOUNDATI… - Form 990 Financial Data

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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

1999

Legal Domicile

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 ROTARY CLUB OF CHARLOTTE HALL VALUES SERVICE ABOVE SELF. THE GROUP IS DEVOTED TO ASSISTING THE LOCAL COMMUNITY AND THOSE IN NEED AROUND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $224,711

GRANTS AND DONATIONS TO ROTARY INTERNATIONAL: TO PROVIDE DONATIONS FOR WORLD FUND FOR FUNDING VARIOUS GLOBAL PROJECTS INCLUDING FUNDING THE PURCHASE OF A CORNEA TOPOGRAPHER AND BIOMETER; PROVIDING...

GRANTS AND DONATIONS TO ROTARY INTERNATIONAL: TO PROVIDE DONATIONS FOR WORLD FUND FOR FUNDING VARIOUS GLOBAL PROJECTS INCLUDING FUNDING THE PURCHASE OF A CORNEA TOPOGRAPHER AND BIOMETER; PROVIDING ASSISTANCE FOR A SCHOOL WITH ORPHAN CHILDREN; FUNDING HEART & LUNG MEDICAL EQUIPMENT TO BANGLORE, INDIA; FUNDING A WATER SYSTEM PROJECT IN GHANA; AND PROVIDING FUNDING FOR PEDIATRIC CANCER PATIENT SURGERIES.

Program 2

Expenses: $9,000

EDUCATIONAL SCHOLARSHIPS - TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING SENIORS.

Program 3

Expenses: $18,382

DOMESTIC HUMANITARIAN EFFORTS: TO PROVIDE FINANCIAL ASSISTANCE TO OTHER LOCAL PROJECTS THAT ADDRESS COMMUNITY NEEDS.

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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 $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

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
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

THE CHARLOTTE HALL ROTARY FOUNDATION INC