ROTARY CLUB OF HOMESTEAD CHARITABLE FOUNDATION INC (EIN 650823452) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

RICHARD GLOSSER

Phone

3052486311

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF HOMESTEAD CHARITABLE FOUNDATION INC, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $309K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

FOR ADVANCEMENTOF CHARITY AND ANY RELATED OR CORRESPONDING CHARTABLE PURPOSES BY THE DISTRIBUTION OF ITS FUNDS FOR SUCH PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $309,096

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $309,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $300,427

TOTAL EXPENSES $300,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,096	$355,551	-0.1%
Expenses	$300,427	$287,366	+0.0%
Net Income	$8,669	$68,185	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
QUINTON DOBBINS	DIRECTOR	002.00	Officer	$0	$0	$0
RICHARD GLOSSER	TREASURER	002.00	Officer	$0	$0	$0
MARCEL ZANGGER	CHAIRMAN, DIRECTOR	002.00	Officer Key Emp	$0	$0	$0
EDGAR MOSCOSO	SECRETARY	002.00	Officer	$0	$0	$0
LOUIS R MELARA	DIRECTOR	002.00	Officer	$0	$0	$0
MARGIE ZAID	DIRECTOR	002.00	Officer	$0	$0	$0
DENNIS MAYTAN	DIRECTOR	002.00	Officer	$0	$0	$0
DEMMETRIUS KNOWLES	DIRECTOR	002.00	Officer	$0	$0	$0
KEVIN UZQUIANO	DIRECTOR	002.00	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	$309,096	$300,427	$477,541	$8,669
2024	No data	No data	No data	No data
2023	$291,602	$219,120	$356,448	$72,482
2022	$334,428	$177,249	$282,975	$157,179
2021	$20,965	$70,110	$139,754	$-49,145
2020	$196,612	$98,261	$188,899	$98,351

ROTARY CLUB OF HOMESTEAD CHARITABLE FOUNDATION INC