NORTHSIDE FAYETTEVILLE ROTARY CLUB

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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

1969

Legal Domicile

Principal Officer

ROBERT BITTLE

Tax Period

2022-07-01 to 2023-06-30

Mission

TO SERVE THE LOCAL COMMUNITY BY SUPPORTING AGENCIES AND PROJECTS THAT WORK TOWARD THE BETTERMENT OF THE AREA.

Program Service Accomplishments

Program 1

GIFTS AND DONATIONS TO BENEFIT VARIOUS PROJECTS

Program 2

OTHER PROGRAM SERVICE SUPPORT

Program 3

DICTIONARIES TO FAYETTEVILLE 3RD GRADERS

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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
CATHERINE BASS	COMM SERVICE	N/A	Director	$0	$0	$0
LANE CRIDER	P/R CHAIR	N/A	Director	$0	$0	$0
DOUG CUMMINS	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRIS HAAS	YOUTH SERVIC	N/A	Director	$0	$0	$0
WAYNE JONES	RFI CHAIR	N/A	Director	$0	$0	$0
JOY MORRIS	MEMBERSHIP C	N/A	Director	$0	$0	$0
RHONDA PRENGER	ADMIN CHAIR	N/A	Director	$0	$0	$0
DAVID SAVAGE SR	BOARD MEMBER	N/A	Director	$0	$0	$0
ROBERT BITTLE	PRESIDENT	N/A	Officer	$0	$0	$0
DON BROWN	PRESIDENT NO	N/A	Officer	$0	$0	$0
DAVID SAVAGE JR	SECRETARY/TR	N/A	Officer	$0	$0	$0
JOHN OGDEN	SERGEANT-AT-	N/A	Officer	$0	$0	$0
TED SEGO	PAST PRESIDE	N/A	Officer	$0	$0	$0
ALAN WILBOURN	PRESIDENT	N/A	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	No data	No data	$33,930	No data
2022	No data	No data	$33,930	No data
2021	No data	No data	$33,930	No data
2020	No data	No data	$33,930	No data
2019	No data	No data	$33,930	No data
2018	No data	No data	$33,930	No data