LONGVIEW GREGGTON ROTARY CHARITIES INC (EIN 475350460) - 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

2015

Legal Domicile

Principal Officer

CASEY BEDDINGFIELD

Phone

9032356474

Tax Period

2024-07-01 to 2025-06-30

LONGVIEW GREGGTON ROTARY CHARITIES INC, founded in 2015, is a small nonprofit in the Human Services sector that reported $109K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $18K, a strong 17% operating margin.

Mission

PROVIDES FUNDS TO OTHER IRC 501(C)(3) ORGANIZATIONS ACTIVE IN EDUCATION AND COMMUNITY SERVICE THROUGH FUNDRAISING ACTIVITIES.

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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 $0

Program Service Revenue $0

Investment Income $1,119

Other Revenue $108,315

TOTAL REVENUE $109,434

Expense Breakdown

Grants Paid $86,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,000

Other Expenses $4,968

TOTAL EXPENSES $90,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$109,434	$94,126	+0.2%
Expenses	$90,968	$88,614	+0.0%
Net Income	$18,466	$5,512	+2.4%

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

250

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
CASEY BEDDINFIELD	DIRECTOR & PRESIDENT	1	Officer Director	$0	$0	$0
MARK LITTLE	DIRECTOR & VICE PRESIDENT	1	Officer Director	$0	$0	$0
JEFFERY BORGWARDT	DIRECTOR & SECRETARY	1	Officer Director	$0	$0	$0
TREY HATTAWAY	DIRECTOR & TREASURER	1	Officer Director	$0	$0	$0
JOHN JETTER	DIRECTOR & CONTROLLER	1	Officer Director	$0	$0	$0
MICHAEL SHIRLEY	DIRECTOR	1	Director	$0	$0	$0
SHIRLEY QUALLS	DIRECTOR	1	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
2025	$109,434	$90,968	$172,038	$18,466
2024	$94,126	$88,614	$155,169	$5,512
2020	$74,338	$15,859	$116,013	$58,479

LONGVIEW GREGGTON ROTARY CHARITIES INC