Rotary Club of Smyrna TN (EIN 237156567) - 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

1990

Legal Domicile

Phone

6154590073

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Smyrna TN, founded in 1990, is a small nonprofit that reported $142K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $46K, a strong 32% operating margin.

Mission

Encourage and foster ideal of service

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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 $116,602

Program Service Revenue $0

Investment Income $12,341

Other Revenue $13,247

TOTAL REVENUE $142,190

Expense Breakdown

Grants Paid $21,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,946

Other Expenses $74,659

TOTAL EXPENSES $96,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,190	$156,679	-0.1%
Expenses	$96,509	$122,106	-0.2%
Net Income	$45,681	$34,573	+0.3%

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	Role	Reportable Comp	Other Comp	Total
Michael Wilson	Director	Director	$0	$0	$0
Jason Surratt	Director	Director	$0	$0	$0
William Pratt	Director	Director	$0	$0	$0
Michael Bolden	Director	Director	$0	$0	$0
Rick Hall	Director	Director	$0	$0	$0
Natalie Wilson	Director	Director	$0	$0	$0
Mason Varela	Director	Director	$0	$0	$0
Sondra Owens	Director	Director	$0	$0	$0
Eric Brown	President	Officer	$0	$0	$0
Derek Blake	Treasurer	Officer	$0	$0	$0
Judy King	Past President	Officer	$0	$0	$0
Sean Hart	President-elect	Officer	$0	$0	$0
Amanda Johnstone	Membership Chair	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	$142,190	$96,509	$284,730	$45,681
2024	$156,679	$122,106	$239,049	$34,573
2023	$136,434	$121,230	$204,476	$15,204
2022	$95,896	$96,561	$189,272	$-665
2021	$134,079	$87,804	$189,937	$46,275
2020	$90,299	$224,609	$143,662	$-134,310
2019	$244,891	$219,226	$277,972	$25,665
2018	$218,747	$238,155	$252,307	$-19,408

Rotary Club of Smyrna TN