ROTARY FOUNDATION OF JACKSONVILLE NORTH CAROLINA INC (EIN 203528078) - 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

2005

Legal Domicile

Principal Officer

MEREDITH WILLIAMS

Phone

9109348533

Tax Period

2024-07-01 to 2025-06-30

ROTARY FOUNDATION OF JACKSONVILLE NORTH CAROLINA INC, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $128K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 27% operating margin.

Mission

PROVIDE AN ANCHOR PRESENCE IN THE COMMUNITY FOR ROTARY TO BUILD UPON AND REACH THE 6 AREAS OF FOCUS: PEACE AND CONFLICT PREVENTION/RESOLUTION, DISEASE PREVENTION AND TREATMENT, WATER AND SANITATION, MATERNAL AND CHILD HEALTH, BASIC EDUCATION AND LITERACY AND ECONOMIC AND COMMUNITY DEVELOPMENT

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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 $52,687

Program Service Revenue $0

Investment Income $0

Other Revenue $75,472

TOTAL REVENUE $128,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,149

Other Expenses $94,149

TOTAL EXPENSES $94,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,159	$340,387	-0.6%
Expenses	$94,149	$32,599	+1.9%
Net Income	$34,010	$307,788	-0.9%

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

N/A

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
JEB BROWN	PRESIDENT	10.00	Officer Director	$0	$0	$0
REVA SULLIVAN	TREASURER	10.00	Officer Director	$0	$0	$0
MEREDITH WILLIAMS	ASST. TREASU	10.00	Officer Director	$0	$0	$0
TINA GLOVER	SECRETARY	5.00	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	$128,159	$94,149	$845,549	$34,010
2024	No data	No data	No data	No data

ROTARY FOUNDATION OF JACKSONVILLE NORTH CAROLINA INC