LOUISIANA ROTARY CLUB

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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

1924

Legal Domicile

Principal Officer

BEVERLY COGAR

Phone

5737546495

Tax Period

2024-07-01 to 2025-06-30

LOUISIANA ROTARY CLUB, founded in 1924, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

PROVIDE VARIOUS COMMUNITY AND INTERNATIONAL SERVICE NEEDS AND TO PROMOTE PEACE AND UNDERSTANDING THROUGHOUT THE WORLD

Program Service Accomplishments

Program 1

Expenses: $24,932

PROVIDES VARIOUS COMMUNITY AND INTERNATIONAL SERVICE NEEDS

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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 $7,585

Program Service Revenue $11,685

Investment Income $385

Other Revenue $29,256

TOTAL REVENUE $48,911

Expense Breakdown

Grants Paid $24,932

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,932

Other Expenses $24,212

TOTAL EXPENSES $49,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,911	$38,411	+0.3%
Expenses	$49,144	$41,624	+0.2%
Net Income	$-233	$-3,213	-0.9%

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
SHERRY MCCARTY	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN GERALDS	DIRECTOR	2.00	Director	$0	$0	$0
PAT GLENN	DIRECTOR	2.00	Director	$0	$0	$0
SALLY HADDOCK	DIRECTOR	2.00	Director	$0	$0	$0
BRITTANY TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
ALICE HOLTZHOUSER	DIRECTOR	2.00	Director	$0	$0	$0
KAYLA CALDWELL	SGT AT ARMS	2.00	Officer	$0	$0	$0
LINDA BEER	SECRETARYTREASURER	5.00	Officer	$0	$0	$0
BEVERLY COGAR	PRESIDENT	2.00	Officer	$0	$0	$0
CHARLES COGAR	PAST PRESIDENT	2.00	Officer	$0	$0	$0
EDNA DOLBEARE	PRESIDENT-NOMINEE	2.00	Officer	$0	$0	$0
BRENDA MILLER	PRESIDENT-ELECT	2.00	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	$48,911	$49,144	$20,763	$-233
2024	$38,411	$41,624	$20,996	$-3,213
2023	$46,709	$46,117	$24,209	$592
2022	$45,080	$45,576	$23,617	$-496
2021	$40,650	$36,389	$24,113	$4,261
2020	$31,819	$68,314	$19,852	$-36,495
2019	$68,313	$46,765	$56,347	$21,548