ROTARY MANOR INC (EIN 341302960) - 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

1980

Legal Domicile

Principal Officer

BRAD MILLICE

Phone

9376521142

Tax Period

2024-01-01 to 2024-12-31

ROTARY MANOR INC, founded in 1980, is a small nonprofit in the Housing & Shelter sector that reported $378K in total revenue in fiscal year 2024.

Mission

TO PROVIDE SAFE, DECENT AND CLEAN HOUSING TO THE ELDERLY AND THE PHYSICALLY CHALLENGED BASED ON FINANCIAL NEED.

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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 $161,538

Program Service Revenue $213,780

Investment Income $2,374

Other Revenue $0

TOTAL REVENUE $377,692

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,174

Fundraising Expenses $0

Program Expenses $360,224

Other Expenses $328,101

TOTAL EXPENSES $391,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$377,692	$367,837	+0.0%
Expenses	$391,275	$434,608	-0.1%
Net Income	$-13,583	$-66,771	-0.8%

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

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
WILLIAM BORLAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
W BRADLEY MILLICE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KENNETH DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
REV JIM LILLIBRIDGE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
BRETT GILBERT	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MELVIN	TRUSTEE	1.00	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
2024	$377,692	$391,275	$547,427	$-13,583
2023	$367,837	$434,608	$583,047	$-66,771
2022	$373,883	$367,864	$667,912	$6,019
2021	$372,967	$369,289	$683,172	$3,678
2020	$363,164	$321,192	$694,635	$41,972
2019	$353,637	$383,485	$657,091	$-29,848
2018	$339,772	$347,062	$714,567	$-7,290

ROTARY MANOR INC