Fort Mill Rotary Club Foundation

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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

2004

Legal Domicile

Principal Officer

Ben Ficklen

Phone

8035478434

Tax Period

2024-07-01 to 2025-06-30

Fort Mill Rotary Club Foundation, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $113K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $106K left a modest 6% surplus.

Mission

COMMUNITY SERVICE FOUNDATION THAT SUPPORTS EDUCATION AND PHILANTHROPIC ORGANIZATIONS

Program Service Accomplishments

Program 1

Expenses: $85,318

SUPPORT PROVIDED TO OTHER 501C3 ORGANIZATIONS AND SCHOLARSHIP FUNDS DISTRIBUTED TO COLLEGES AND INDIVIDUALS.

Program 2

Expenses: $20,167

ANNUAL LITERACY PICNIC BRINGING TOGETHER ALL FIRST GRADERS IN THE DISTRICT AND THEIR FAMILIES FOR AN EVENING DEDICATED TO FOSTERING A LOVE FOR READING AND COMMUNITY ENGAGEMENT.

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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 $34,017

Program Service Revenue $0

Investment Income $967

Other Revenue $78,206

TOTAL REVENUE $113,190

Expense Breakdown

Grants Paid $105,485

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,485

Other Expenses $543

TOTAL EXPENSES $106,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$113,190	$99,804	+0.1%
Expenses	$106,028	$109,039	0.0%
Net Income	$7,162	$-9,235	-1.8%

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
Kristy Spears	Past President	1.00	Officer	$0	$0	$0
Wayne Bouldin	President Elect	1.00	Officer	$0	$0	$0
Ben Ficklen	Treasurer	1.00	Officer	$0	$0	$0
Joanne Sizoo	Secretary	1.00	Officer	$0	$0	$0
Chris Mallery	President	1.00	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	$113,190	$106,028	$38,411	$7,162
2024	$99,804	$109,039	$31,249	$-9,235
2023	$76,634	$70,023	$40,484	$6,611
2022	$28,639	$10,925	$33,873	$17,714
2021	$30,548	$31,049	$16,159	$-501
2020	$128,626	$129,808	$16,660	$-1,182
2019	$83,447	$88,420	$17,842	$-4,973