THE SUMMIT COUNTY ROTARY CHARITABLE FUND (EIN 841215233) - 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

1992

Legal Domicile

Principal Officer

DIANE MONAGHAN

Phone

9705139196

Tax Period

2024-07-01 to 2025-06-30

THE SUMMIT COUNTY ROTARY CHARITABLE FUND, founded in 1992, is a small nonprofit that reported $404K in total revenue in fiscal year 2024. Expenses of $346K left a modest 14% surplus.

Mission

PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICES

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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 $127,059

Program Service Revenue $0

Investment Income $218,962

Other Revenue $58,021

TOTAL REVENUE $404,042

Expense Breakdown

Grants Paid $312,088

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312,089

Other Expenses $33,883

TOTAL EXPENSES $345,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$404,042	$421,068	0.0%
Expenses	$345,971	$332,999	+0.0%
Net Income	$58,071	$88,069	-0.3%

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

150

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
BRIAN BLANKENMEISTER	PRESIDENT	1.00	Officer	$0	$0	$0
DAVID PREUSS	BOARD MEMBER	1.00	Officer	$0	$0	$0
RICH WILLIAMS	BOARD MEMBER	1.00	Officer	$0	$0	$0
DIANE MONAGHAN	TREASURER	1.00	Officer	$0	$0	$0
TERRY MCGEEHAN	BOARD MEMBER	1.00	Officer	$0	$0	$0
BOB KOPP	BOARD MEMBER	1.00	Officer	$0	$0	$0
WENDY MYER	BOARD MEMBER	1.00	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	$404,042	$345,971	$1,855,411	$58,071
2024	$421,068	$332,999	$1,797,340	$88,069
2022	$-32,705	$274,825	$1,611,636	$-307,530
2021	$616,268	$352,614	$1,919,166	$263,654
2020	$254,535	$201,381	$1,655,512	$53,154

THE SUMMIT COUNTY ROTARY CHARITABLE FUND