ROTARY CLUB OF DANIEL ISLAND FOUNDATION

EIN: 320267556 501(c)(3) Education

Daniel Island, SC

Total Revenue
$337,933
Total Expenses
$210,757
Total Assets
$269,611
Net Assets
$269,611
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
SC
Principal Officer
Mary Jo Romeo
Phone
8434712894
Tax Period
2020-07-01 to 2021-06-30

ROTARY CLUB OF DANIEL ISLAND FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $338K in total revenue in fiscal year 2020. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 38% operating margin.

Mission

We provide service to others, promote integrity, and advance world understanding, goodwill and peace through our fellowship of business, professional and community leaders

Program Service Accomplishments

Program 1
Expenses: $78,695 Revenue: $0

EMERGENCY FOOD SUPPORT - Due to the unprecedented impact of Covid-19 on the food security of our communities, we substantially increased the level of support for emergency food. This support included...

Read more

EMERGENCY FOOD SUPPORT - Due to the unprecedented impact of Covid-19 on the food security of our communities, we substantially increased the level of support for emergency food. This support included donations to emergency food banks, logistical support for food delivery, direct donations of food stuffs as well as volunteer participation in food banks delivering food to low income communities.

Program 2
Expenses: $48,147 Revenue: $0

BUILDING BETTER COMMUNITIES - The Rotary Club of Daniel Island supports building better communities. The program service accomplishments included grants to the creation of a children's waterfront...

Read more

BUILDING BETTER COMMUNITIES - The Rotary Club of Daniel Island supports building better communities. The program service accomplishments included grants to the creation of a children's waterfront park, which included accessible equipment. The organization also sponsored four quarterly Speakers Series featuring community leaders on topics of interest and open to the general public. The RCDI Foundation built over 120 student desks for two local low-income communities to support at-home distance learning during the pandemic.

Program 3
Expenses: $29,086 Revenue: $0

SUPPORTING MOTHERS AND CHILDREN - Program accomplishments include supply of computing devices to low income children to successfully navigate at-home learning. Diapers and other infant goods were...

Read more

SUPPORTING MOTHERS AND CHILDREN - Program accomplishments include supply of computing devices to low income children to successfully navigate at-home learning. Diapers and other infant goods were provided during the Covid pandemic to allow kinship relatives to maintain guardianship of abused and neglected children who would otherwise enter the foster system. Program accomplishments also include the provision to children of low income households with backpacks of school supplies. Donations enabled organizations to provide basic mother and infant medical care to needy families. The RCDI Foundation also enabled a decrease in childhood cancer in Tanzania through an educational outreach to medical providers in local villages.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $223,802
Program Service Revenue $0
Investment Income $62
Other Revenue $114,069
TOTAL REVENUE $337,933

Expense Breakdown

Grants Paid $203,740
Salaries & Benefits $0
Fundraising Expenses $5,678
Program Expenses $204,349
Other Expenses $7,017
TOTAL EXPENSES $210,757

Year-over-Year Comparison

2020 2019 Change
Revenue $337,933 $139,811 +1.4%
Expenses $210,757 $211,769 0.0%
Net Income $127,176 $-71,958 -2.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
80

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
0
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mary Jo Romeo President 15.00
Director
$0 $0 $0
Derek Epperson President Elect 5
Director
$0 $0 $0
Angela Drive Immediate Past President 5
Director
$0 $0 $0
Bill Thielfoldt Secretary 5
Director
$0 $0 $0
Maureen Cannon Treasurer 5
Director
$0 $0 $0
Mary Schroeder Director Community Service 10
Director
$0 $0 $0
George Roberts Director Fundraising 5
Director
$0 $0 $0
Greg Brainerd Director Foundation 5
Director
$0 $0 $0
Patrick Sherman Director Public Relations 5
Director
$0 $0 $0
Kevin Condon Director Membership 5
Director
$0 $0 $0
Michael Jordan Director Grants 5
Director
$0 $0 $0
Robert Schroeder Treasurer, Rotary Club of Daniel Island 5
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
2021 $337,933 $210,757 $269,611 $127,176
Explore More Nonprofits
Top 100 Nonprofits in South Carolina Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ROTARY CLUB OF DANIEL ISLAND FOUNDATION with other nonprofits in South Carolina and across the country.