St Charles Rotary Club Scholarship Foundation (EIN 721201140) - 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

1997

Legal Domicile

Principal Officer

Brian Reulet

Phone

9857858902

Tax Period

2023-07-01 to 2024-06-30

St Charles Rotary Club Scholarship Foundation, founded in 1997, is a small nonprofit that reported $257K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $218K, a strong 85% operating margin.

Mission

Funded scholarships for local high school students to attend college and vo-tech schools.

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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 $155,675

Program Service Revenue $0

Investment Income $101,226

Other Revenue $0

TOTAL REVENUE $256,901

Expense Breakdown

Grants Paid $31,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,250

Other Expenses $7,748

TOTAL EXPENSES $38,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,901	$112,738	+1.3%
Expenses	$38,998	$37,788	+0.0%
Net Income	$217,903	$74,950	+1.9%

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
Eric Dishongh	President	002.00	Officer	$0	$0	$0
Fenwick A Swann III	Secretary	002.00	Officer	$0	$0	$0
Brian Reulet	Treasurer	002.00	Officer	$0	$0	$0
Greg Lier	Director	002.00	Officer	$0	$0	$0
Mark McCullough	Director	002.00	Officer	$0	$0	$0
Carrie Thomas	Director	002.00	Officer	$0	$0	$0
Victoria Bryant	Director	002.00	Officer	$0	$0	$0
David Woolf	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	No data	No data	No data	No data
2024	$256,901	$38,998	$1,038,573	$217,903
2023	$112,738	$37,788	$791,197	$74,950
2022	$55,451	$43,212	$688,850	$12,239
2021	$52,823	$46,015	$746,182	$6,808

St Charles Rotary Club Scholarship Foundation