FREDERICKSBURG ROTARY CLUB (EIN 237217140) - 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

1922

Legal Domicile

Principal Officer

BAO TRUONG

Phone

5403738973

Tax Period

2023-07-01 to 2024-06-30

FREDERICKSBURG ROTARY CLUB, founded in 1922, is a small nonprofit that reported $106K in total revenue in fiscal year 2019. Revenue decreased 11% compared to the prior year. Net assets of $320K represent 36 months of operating reserves.

Mission

COMMUNITY SERVICE

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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 $101,007

Program Service Revenue $5,625

Investment Income $32,144

Other Revenue $44,324

TOTAL REVENUE $183,100

Expense Breakdown

Grants Paid $30,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,550

Other Expenses $106,872

TOTAL EXPENSES $137,372

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,100	$137,622	+0.3%
Expenses	$137,372	$143,055	0.0%
Net Income	$45,728	$-5,433	-9.4%

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
DAVID HEROLD	PRESIDENT & DIRECTOR	5.00	Officer Director	$0	$0	$0
BOA TRUONG	TREASURER & DIRECTOR	5.00	Officer Director	$0	$0	$0
WIL GRAVETT	SECRETARY & DIRECTOR	5.00	Officer Director	$0	$0	$0
BRUCE ADKINS	PAST PRESIDENT & DIRECTOR	0.50	Officer Director	$0	$0	$0
BOB BISHOP	DIRECTOR	0.50	Director	$0	$0	$0
TOMMY BLALOCK	BOARD MEMBER	0.50	Director	$0	$0	$0
WALLACE KING	BOARD MEMBER	0.50	Director	$0	$0	$0
BRIAN WETZEL	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN CHANCE	PRESIDENT ELECT & DIRECTOR	0.50	Director	$0	$0	$0
WALT KIWALL	DIRECTOR	0.50	Director	$0	$0	$0
DAN FIELDS	DIRECTOR	0.50	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
2024	$183,100	$137,372	$419,224	$45,728
2023	$137,622	$143,055	$311,396	$-5,433
2022	$168,861	$206,966	$298,508	$-38,105
2021	$132,552	$105,773	$376,825	$26,779
2020	$106,132	$107,039	$350,844	$-907

FREDERICKSBURG ROTARY CLUB