ROTARY CLUB OF GWINNETT (EIN 237278669) - 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

1973

Legal Domicile

Principal Officer

JOSEPH R SORENSON

Phone

4705646837

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF GWINNETT, founded in 1973, is a small nonprofit that reported $293K in total revenue in fiscal year 2024. Expenses of $271K left a modest 8% surplus.

Mission

TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS

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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 $167,788

Program Service Revenue $0

Investment Income $30,986

Other Revenue $94,608

TOTAL REVENUE $293,382

Expense Breakdown

Grants Paid $115,597

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,602

Other Expenses $155,625

TOTAL EXPENSES $271,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,382	$286,324	+0.0%
Expenses	$271,222	$261,580	+0.0%
Net Income	$22,160	$24,744	-0.1%

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
JOSEPH R SORENSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRAD BEISBIER	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
MIKE FULTON	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
DAVE COLLIER	SECRETARY	2.00	Officer Director	$0	$0	$0
WANDA WEAGER	CLUB FELLOWS	2.00	Director	$0	$0	$0
RODNEY BRUNDIDGE	DISTRICT GRA	2.00	Director	$0	$0	$0
SCHELLY MARLATT	TREASURER	2.00	Officer Director	$0	$0	$0
TERRY SWAIM	CLUB PROGRAM	2.00	Director	$0	$0	$0
LEE JORDAN	DIRECTOR	2.00	Director	$0	$0	$0
LAURA NELL BALLANCE	SERGEANT AT	2.00	Director	$0	$0	$0
JENNIFER K HENDRICKSON	FAMILY OF RO	2.00	Director	$0	$0	$0
DEPRIEST WADDY	CART CHAIR	2.00	Director	$0	$0	$0
WINFORD V LINDSAY JR	INTERNATIONA	N/A	Director	$0	$0	$0
BRUCE CARTER	ON-TO CONFER	N/A	Director	$0	$0	$0
KATRINA LUCISANO	CLUB SERVICE	2.00	Director	$0	$0	$0
SHERWIN LEVINSON	AV & STAGE M	2.00	Director	$0	$0	$0
SOULEYMANE ONGOIBA	YOUTH SERVIC	2.00	Director	$0	$0	$0
THOMAS FERRIN	MEMBERSHIP C	2.00	Director	$0	$0	$0
JOHN PETRILLO	GRSP CHAIR	2.00	Director	$0	$0	$0
SAMUEL RICHMOND	ROTARY FOUND	2.00	Director	$0	$0	$0
WINFORD LINDSAY	INTERNATIONA	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	$293,382	$271,222	$330,732	$22,160
2024	$286,324	$261,580	$308,572	$24,744
2023	$265,612	$230,956	$284,303	$34,656
2022	$105,884	$198,426	$257,183	$-92,542
2021	$145,301	$145,051	$329,489	$250

ROTARY CLUB OF GWINNETT