ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC (EIN 850371097) - 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

1988

Legal Domicile

Principal Officer

ROBERT MILNE

Phone

5052422651

Tax Period

2024-07-01 to 2025-06-30

ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC, founded in 1988, is a small nonprofit in the Community Improvement sector that reported $240K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 24% operating margin.

Mission

TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS, OR BEQUESTS OF PROPERTY TO MAINTAIN, USE, AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

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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 $159,899

Program Service Revenue $0

Investment Income $50,492

Other Revenue $29,270

TOTAL REVENUE $239,661

Expense Breakdown

Grants Paid $140,416

Salaries & Benefits $0

Fundraising Expenses $30,140

Program Expenses $140,416

Other Expenses $42,670

TOTAL EXPENSES $183,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,661	$246,420	0.0%
Expenses	$183,086	$147,969	+0.2%
Net Income	$56,575	$98,451	-0.4%

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
TOM ANTRAM	DIRECTOR	1.00	Director	$0	$0	$0
BILL EBEL	DIRECTOR	1.00	Director	$0	$0	$0
BILL ELLIOTT	DIRECTOR	1.00	Director	$0	$0	$0
MARK GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
GINA GUEST	DIRECTOR	1.00	Director	$0	$0	$0
BERT PARNALL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MILNE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL DENNIS	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN LEIGH	RCA PRESIDEN	1.00	Officer Director	$0	$0	$0
CATHERINE BUCK	RCA TREASURE	1.00	Officer 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	$239,661	$183,086	$2,617,556	$56,575
2024	$314,862	$147,969	$2,325,566	$166,893
2023	$183,599	$136,465	$2,093,966	$47,134
2022	$-16,978	$169,932	$1,994,843	$-186,910
2021	$387,104	$211,552	$2,261,246	$175,552
2020	$172,099	$112,698	$2,048,220	$59,401
2019	$181,681	$78,471	$1,859,299	$103,210

ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC