ROTARY CLUB OF HARRISONBURG CHARITABLE FOUNDATION (EIN 541651493) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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 $73K in total revenue in fiscal year 2017. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 47% operating margin.

Mission

TO SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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