ROTARY CLUB OF SEMINOLE CHARITABLE FUND INC (EIN 237033683) - 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

1962

Principal Officer

TOM LIMROTH

Phone

7273277771

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF SEMINOLE CHARITABLE FUND INC, founded in 1962, is a micro nonprofit that reported $45K in total revenue in fiscal year 2022. The organization ran a surplus of $18K, a strong 40% operating margin.

Mission

RCOS CHARITABLE FUND IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICES AND EDUCATIONAL ASSISTANCE TO AN INTERNATIONAL AND LOCAL COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $20,486

Program Service Revenue $0

Investment Income $883

Other Revenue $23,900

TOTAL REVENUE $45,269

Expense Breakdown

Grants Paid $21,727

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,175

Other Expenses $5,448

TOTAL EXPENSES $27,175

Year-over-Year Comparison

	2022	2021	Change
Revenue	$45,269	$44,163	+0.0%
Expenses	$27,175	$39,473	-0.3%
Net Income	$18,094	$4,690	+2.9%

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

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
TOM LIMROTH	TREASURER	4.00	Officer	$0	$0	$0
MICHELLE LOWACK	PAST PRESIDE	2.00	Officer	$0	$0	$0
AL SHIELDS	PRESIDENT	6.00	Officer	$0	$0	$0
LORIE WHITNEY	SECRETARY	6.00	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
2023	$45,269	$27,175	$424,744	$18,094
2022	$44,163	$39,473	$391,303	$4,690
2021	$22,682	$23,747	$415,582	$-1,065
2020	$53,668	$61,000	$383,883	$-7,332
2019	$28,264	$116,539	$381,728	$-88,275
2018	$276,339	$77,707	$462,810	$198,632

ROTARY CLUB OF SEMINOLE CHARITABLE FUND INC