The Smyrna Rotary Club Charitable Foundation (EIN 450565739) - 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

2007

Legal Domicile

Phone

6154590073

Tax Period

2024-07-01 to 2025-06-30

The Smyrna Rotary Club Charitable Foundation, founded in 2007, is a small nonprofit in the Human Services sector that reported $119K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $41K, a strong 35% operating margin.

Mission

Provide funds for local non-profits and for scholarships

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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 $10,500

Program Service Revenue $0

Investment Income $0

Other Revenue $108,428

TOTAL REVENUE $118,928

Expense Breakdown

Grants Paid $76,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,000

Other Expenses $1,641

TOTAL EXPENSES $77,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,928	$146,106	-0.2%
Expenses	$77,641	$179,072	-0.6%
Net Income	$41,287	$-32,966	-2.3%

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

100

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
Wayne Blair	Trustee	Director	$0	$0	$0
Robert Elliott	Trustee	Director	$0	$0	$0
Gerry Short	Trustee	Director	$0	$0	$0
Phil Wilson	Trustee	Director	$0	$0	$0
Marc Michaelson	Chairman	Officer	$0	$0	$0
Fran Dunne	Secretary	Officer	$0	$0	$0
Derek Blake	Treasurer	Officer	$0	$0	$0
Eric Brown	Club President	Officer	$0	$0	$0
Sean Hart	Club President Elect	Officer	$0	$0	$0
Michael Wilson	Service Projects	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	$118,928	$77,641	$140,931	$41,287
2024	$146,106	$179,072	$99,644	$-32,966
2023	$149,331	$147,277	$132,611	$2,054
2022	$171,891	$183,094	$130,557	$-11,203
2021	$233,233	$381,605	$141,760	$-148,372
2020	$308,955	$92,283	$299,232	$216,672
2019	$258,255	$178,885	$82,559	$79,370
2018	$640,293	$1,037,897	$3,189	$-397,604

The Smyrna Rotary Club Charitable Foundation