KINGS BAY ROTARY CHARITABLE FOUNDATION INC (EIN 208164927) - 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

2006

Legal Domicile

Principal Officer

MICHAEL JEFFERS

Tax Period

2024-07-01 to 2025-06-30

KINGS BAY ROTARY CHARITABLE FOUNDATION INC, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $52K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $60K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO FUND COMMUNITY ORGANIZATIONS, INTERNATIONAL PROJECTS AND SUPPORT THE CHARITABLE EFFORTS OF ROTARY INTERNATIONAL.

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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 $11,666

Program Service Revenue $0

Investment Income $4,220

Other Revenue $36,218

TOTAL REVENUE $52,104

Expense Breakdown

Grants Paid $55,302

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,302

Other Expenses $4,568

TOTAL EXPENSES $59,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,104	$107,115	-0.5%
Expenses	$59,870	$70,192	-0.1%
Net Income	$-7,766	$36,923	-1.2%

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

N/A

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
GARRETT ADKINS	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH BOTERO	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHAN BRONGERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL CROUCH	DIRECTOR	5.00	Director	$0	$0	$0
STAN GROFF	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL JEFFERS	TRESURER	5.00	Officer Director	$0	$0	$0
WILFRED LUCAS	DIRECTOR	2.00	Director	$0	$0	$0
ED WILSEK	DIRECTOR	N/A	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	$52,104	$59,870	$165,579	$-7,766
2024	$107,115	$70,192	$178,966	$36,923
2023	$125,199	$139,424	$230,225	$-14,225
2022	$73,837	$82,308	$151,249	$-8,471
2021	$5,541	$106,580	$165,206	$-101,039
2020	$94,782	$132,706	$259,460	$-37,924
2019	$110,508	$96,924	$297,430	$13,584

KINGS BAY ROTARY CHARITABLE FOUNDATION INC