BALTIMORE ROTARY FOUNDATION INC (EIN 526054895) - 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

1957

Legal Domicile

Principal Officer

KARL SILEX

Phone

4103777189

Tax Period

2024-07-01 to 2025-06-30

BALTIMORE ROTARY FOUNDATION INC, founded in 1957, is a small nonprofit in the Community Improvement sector that reported $356K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $122K, a strong 34% operating margin.

Mission

TO PROVIDE VOLUNTEER SERVICES AND FINANCIAL SUPPORT TO 501(C)3 EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS THROUGH GRANTS WITH EMPHASIS ON COMMUNITY, YOUTH AND INTERNATIONAL ORGANIZATIONS.

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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 $56,616

Program Service Revenue $0

Investment Income $299,532

Other Revenue $0

TOTAL REVENUE $356,148

Expense Breakdown

Grants Paid $206,076

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,076

Other Expenses $28,232

TOTAL EXPENSES $234,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,148	$486,971	-0.3%
Expenses	$234,308	$163,189	+0.4%
Net Income	$121,840	$323,782	-0.6%

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
ALEXANDER SHORT	CHAIR/DIRECTOR	0.30	Officer Director	$0	$0	$0
WALTER DENT	VICE CHAIR/DIRECTO	0.40	Officer Director	$0	$0	$0
CARL HOSSFELD	DIRECTOR	0.20	Director	$0	$0	$0
DAVID GREENBERG	DIRECTOR	0.20	Director	$0	$0	$0
PHAEDRA STEWART	SECRETARY/DIRECTOR	0.20	Officer Director	$0	$0	$0
KELLY STICKNEY	DIRECTOR	0.20	Director	$0	$0	$0
KAREN BLAKE	DIRECTOR	0.20	Director	$0	$0	$0
JOHN MITCHELL III	DIRECTOR	0.20	Director	$0	$0	$0
BILL SCHNEIDEREITH	TREASURER/DIRECTOR	0.20	Director	$0	$0	$0
S SCOTT TATE	ASSISTANT TREASURER	0.70	Officer	$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	$356,148	$234,308	$3,769,714	$121,840
2024	No data	No data	No data	No data
2023	$140,551	$258,706	$3,230,979	$-118,155
2022	$186,605	$160,702	$2,938,347	$25,903
2021	$305,356	$142,726	$3,219,560	$162,630

BALTIMORE ROTARY FOUNDATION INC