ROTARY CLUB OF HARRISONBURG CHARIT… - 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

1992

Legal Domicile

Principal Officer

E JOHN ROSENBERGER III

Phone

5404337369

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF HARRISONBURG CHARITABLE FOUNDATION, founded in 1992, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $67K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $102K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $4,885

MONTHLY TO QUARTERLY SERVICE PROJECTS: OUR CLUB PROVIDES SMALL SERVICE PROJECTS TO PAINT AREAS, CLEAN UP EXTERIOR PROPERTY OF VARIOUS NON-PROFIT ENTITIES AND ECONOMICALLY DISADVANTAGED INDIVIDUALS...

MONTHLY TO QUARTERLY SERVICE PROJECTS: OUR CLUB PROVIDES SMALL SERVICE PROJECTS TO PAINT AREAS, CLEAN UP EXTERIOR PROPERTY OF VARIOUS NON-PROFIT ENTITIES AND ECONOMICALLY DISADVANTAGED INDIVIDUALS. WE DO APPROXIMATELY 8 PROJECTS PER YEAR.ROTARY YOUTH LEADERSHIP AWARDS: THE CLUB SPONSORS UP TO 5 HIGH SCHOOL STUDENTS TO ATTEND THIS WEEKEND LEADERSHIP EVENT EACH YEAR. MORE THAN 100 YOUTH FROM THE ROTARY DISTRICT PARTICIPATE IN ACTIVITIES THAT FOCUS ON LEADERSHIP, TEAM BUILDING, ETHICS, SERVICE, AND PERSONAL DEVELOPMENT. WE FUNDED $1,500.00.WELL OF HOPE: THE WELL OF HOPE COMMUNITIES IN KENYA PROVIDE LAND AND BUILD HOUSES FOR WIDOWS AND THEIR CHILDREN WHO ARE OTHERWISE OUTCAST BECAUSE OF COMMUNITY FEAR OF AIDS. THE CLUB PROVIDES SUPPORT TO ASSIST. WE FUNDED $3,000.

Program 2

Expenses: $11,000

SCHOLARSHIPS: COLLEGE SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS AT EIGHT LOCAL HIGH SCHOOLS. SCHOLARSHIPS WERE AWARDED TO 9 STUDENTS FROM LOCAL HIGH SCHOOLS TOTALING $16,000 IN AUGUST 2024. WE...

Program 3

Expenses: $7,378

CODE OF ETHICS AWARDS: THIRTY-FIVE LOCAL ELEMENTARY, MIDDLE, AND HIGH SCHOOLS EACH SELECT 2 STUDENTS FOR THEIR OUTSTANDING ETHICAL BEHAVIOR TO BE RECOGNIZED AT A CEREMONY WITH THE ROTARY CODE OF...

CODE OF ETHICS AWARDS: THIRTY-FIVE LOCAL ELEMENTARY, MIDDLE, AND HIGH SCHOOLS EACH SELECT 2 STUDENTS FOR THEIR OUTSTANDING ETHICAL BEHAVIOR TO BE RECOGNIZED AT A CEREMONY WITH THE ROTARY CODE OF ETHICS AWARD. THE COST OF THE EVENT WAS $7,378.

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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 $15,737

Program Service Revenue $0

Investment Income $44,942

Other Revenue $5,987

TOTAL REVENUE $66,666

Expense Breakdown

Grants Paid $87,461

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,839

Other Expenses $14,930

TOTAL EXPENSES $102,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,666	$89,958	-0.3%
Expenses	$102,391	$65,099	+0.6%
Net Income	$-35,725	$24,859	-2.4%

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
SHANNON PORTER	PRESIDENT	0.50	Officer Director	$0	$0	$0
E JOHN ROSENBERGER III	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL NEUPAUER	SECRETARY	0.50	Officer Director	$0	$0	$0
ROBYN E NEUPAUER	PRESIDENT ELECT	0.50	Officer Director	$0	$0	$0
RODNEY ALDERFER	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MISTIE AISTROP-VANHOOK	DIRECTOR	0.50	Director	$0	$0	$0
NOAH YODER	DIRECTOR	0.50	Director	$0	$0	$0
ASH HEATWOLE	DIRECTOR	0.50	Director	$0	$0	$0
JEFF SHANK	DIRECTOR	0.50	Director	$0	$0	$0
SUE TOTTY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MATHER	DIRECTOR	0.50	Director	$0	$0	$0
CAROLE PERSINGER	DIRECTOR	0.50	Director	$0	$0	$0
HOLLY RUFF	DIRECTOR	0.50	Director	$0	$0	$0
MIKE WEAVER	DIRECTOR	0.50	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	$66,666	$102,391	$835,610	$-35,725
2024	$89,958	$65,099	$830,974	$24,859
2023	$28,614	$94,937	$763,003	$-66,323
2022	$185,828	$47,821	$774,605	$138,007
2021	$101,240	$30,963	$851,998	$70,277
2020	$34,278	$95,176	$672,298	$-60,898
2019	$149,079	$146,659	$755,911	$2,420
2018	$72,697	$38,444	$725,342	$34,253

ROTARY CLUB OF HARRISONBURG CHARITABLE FOUNDATION