Round-up Foundation

Nonprofit profile at a glance

EIN
412034082
IRS 990-EZ coverage
2012–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Wickenburg, AZ, USA
Phone
9286845479
Rating
68
Verdict
SUPPORTED
Rating confidence
Limited
Sector
Public Foundations

Reported finances

Revenue
$6,924
Assets
$238,453

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • BRENDA HERSHKOWITZ (President)
  • GERI FAIR (Vice President)

People named in this filing

  • BEN ROOT (Treasurer)
  • BRENDA HERSHKOWITZ (President)
  • GERI FAIR (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the charitable, educational and economic vitality of the Wickenburg area business community, to provide community-wide support and education, and to promote and support activities of the business community.

What it reported doing in 2024

Designated funds from which income and principal will be used to fund educational scholarships and grants. Funds to the Wickenburg Chamber of Commerce to supplement various operating costs and expenses of the organization, including restoration of the Depot building which houses the Wickenburg Chamber of Commerce.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 82
  • Sustainability: NotEnoughData
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 8.6% per year; rating input score 100; 69th percentile among comparable filings
  • Revenue growth: 7.7% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: -5.6% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $110K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 3 of 3 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Asset growth scored 0/100.