TUSCALOOSA ROTARY MEMORIAL FOUNDATION (EIN 237156330) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Principal Officer

CHARLES NASH

Phone

2053492424

Tax Period

2023-07-01 to 2024-06-30

TUSCALOOSA ROTARY MEMORIAL FOUNDATION is a small nonprofit in the Community Improvement sector that reported $128K in total revenue in fiscal year 2017. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $156K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO SUPPORT COMMUNITY PROJECTS IN TUSCALOOSA COUNTY, TO SUPPORT SCHOLASTIC ACTIVITIES, TO ASSIST PEOPLE IN THE COMMUNITY IN NEED AND TO SUPPORT PROGRAMS THAT HONOR MILITARY VETERANS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,870

Program Service Revenue $0

Investment Income $616

Other Revenue $0

TOTAL REVENUE $11,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,500

Other Expenses $17,500

TOTAL EXPENSES $17,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,486	$19,862	-0.4%
Expenses	$17,500	$38,512	-0.5%
Net Income	$-6,014	$-18,650	-0.7%

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
STUART HARTLEY	TREASURER	4.00	Officer Director	$0	$0	$0
ROB MOORE	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES NASH	PRESIDENT	4.00	Officer Director	$0	$0	$0
PAM PARKER	TRUSTEE	2.00	Director	$0	$0	$0
NATASSIA PERRINE	SECRETARY	4.00	Officer Director	$0	$0	$0
RYAN STALLINGS	TRUSTEE	2.00	Director	$0	$0	$0
CADE WARNER	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN WELCH	TRUSTEE	2.00	Director	$0	$0	$0
CAROL WRIGHT	TRUSTEE	2.00	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	No data	No data	No data	No data
2024	$11,486	$17,500	$235,894	$-6,014
2023	$19,862	$38,512	$213,408	$-18,650
2022	$20,824	$4,197	$207,058	$16,627
2021	$18,614	$45,533	$190,431	$-26,919
2020	$40,062	$34,753	$217,733	$5,309
2019	$135,163	$125,486	$212,424	$9,677
2018	$127,588	$156,126	$202,747	$-28,538

TUSCALOOSA ROTARY MEMORIAL FOUNDATION