VOSE RIVER CHARITABLE FUND (EIN 852817512) - 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

2020

Legal Domicile

Principal Officer

BRIAN C CASTRUCCI

Phone

3019615800

Tax Period

2024-01-01 to 2024-12-31

VOSE RIVER CHARITABLE FUND, founded in 2020, is a mid-sized nonprofit in the Health Care sector that reported $16.2M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.5M, a strong 28% operating margin.

Mission

PROMOTE PUBLIC HEALTH IN THE UNITED STATES BY DEVELOPING TOOLS AND COLLABORATIONS WITH OTHER NONPROFITS AND GOVERNMENT HEALTH DEPARTMENTS TO PROMOTE EFFECTIVE POLICIES AND TO SUPPORT THE PUBLIC HEALTH WORKFORCE.

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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 $14,796,483

Program Service Revenue $0

Investment Income $1,313,908

Other Revenue $133,941

TOTAL REVENUE $16,244,332

Expense Breakdown

Grants Paid $6,780,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,590,724

Other Expenses $4,954,628

TOTAL EXPENSES $11,735,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,244,332	$14,155,886	+0.1%
Expenses	$11,735,180	$11,501,702	+0.0%
Net Income	$4,509,152	$2,654,184	+0.7%

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
BRIAN C CASTRUCCI	CHAIR	0.50	Officer Director	$0	$0	$0
SHELLEY A HEARNE	DIRECTOR	0.20	Director	$0	$0	$0
CLAUDE A JACOB	DIRECTOR	0.20	Director	$0	$0	$0
JAMES B SPRAGUE	DIRECTOR	0.20	Director	$0	$0	$0
JEANETTE KOWALIK PHD MPH	DIRECTOR	0.20	Director	$0	$0	$0
ARIEL C MOYER	SECRETARY/TREASURER THROUGH 10/13/24	2.00	Officer	$0	$0	$0
CHRISTINE JAMES	SECRETARY/TREASURER AS OF 10/13/24	2.00	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
2024	$16,244,332	$11,735,180	$28,943,622	$4,509,152
2023	$14,155,886	$11,501,702	$25,313,348	$2,654,184
2022	$21,251,968	$5,724,553	$22,013,516	$15,527,415
2021	$6,835,952	$1,117,721	$5,818,196	$5,718,231
2020	$100,000	$35	$99,965	$99,965

VOSE RIVER CHARITABLE FUND