BIRMINGHAM ROTARY CLUB ENDOWMNT FND (EIN 386116080) - 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

1966

Legal Domicile

Principal Officer

JOE BAUMAN

Phone

2482253891

Tax Period

2024-10-01 to 2025-09-30

BIRMINGHAM ROTARY CLUB ENDOWMNT FND, founded in 1966, is a micro nonprofit that reported $98K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $78K, a strong 80% operating margin.

Mission

To provide financial assistance to qualified entities and individuals.

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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 $56,962

Program Service Revenue $0

Investment Income $40,914

Other Revenue $0

TOTAL REVENUE $97,876

Expense Breakdown

Grants Paid $17,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,670

Other Expenses $1,865

TOTAL EXPENSES $19,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,876	$116,431	-0.2%
Expenses	$19,670	$30,053	-0.3%
Net Income	$78,206	$86,378	-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

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	Role	Reportable Comp	Other Comp	Total
JOE BAUMAN	PRESIDENT	Officer	$0	$0	$0
JOHN WESTERHEIDE	TREASURER	Officer	$0	$0	$0
JOHN MUCHA	SECRETARY	Officer	$0	$0	$0
DAVE SMYK	DIRECTOR	Officer	$0	$0	$0
PETER KREHER	DIRECTOR	Officer	$0	$0	$0
WENDEE REX	DIRECTOR	Officer	$0	$0	$0
BILL ROY	DIRECTOR	Officer	$0	$0	$0
DAVID UNDERDOWN	DIRECTOR	Officer	$0	$0	$0
VIC POOLER	DIRECTOR	Officer	$0	$0	$0
MARK COOPER	DIRECTOR	Officer	$0	$0	$0
RYAN QUINN	DIRECTOR	Officer	$0	$0	$0
BRYAN FRANK	DIRECTOR	Officer	$0	$0	$0
RICHARD SHAPACK	DIRECTOR	Officer	$0	$0	$0
CAROL PETERSON	DIRECTOR	Officer	$0	$0	$0
DAVID ZIMMER	DIRECTOR	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	$97,876	$19,670	$1,609,624	$78,206
2024	$116,431	$30,053	$1,382,423	$86,378
2023	$66,961	$19,422	$1,040,849	$47,539
2022	$37,630	$41,046	$872,657	$-3,416
2021	$201,437	$14,785	$1,024,753	$186,652
2020	$105,587	$18,101	$838,100	$87,486
2019	$54,797	$26,277	$751,615	$28,520

BIRMINGHAM ROTARY CLUB ENDOWMNT FND