ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC (EIN 475475515) - 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

DR STEVE RICE

Phone

4178868606

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $132K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $120K, a strong 91% operating margin.

Mission

PROVIDE FUNDING IN SUPPORT OF THE ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT, INC'S NONPROFIT INITIATIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $113,885

Program Service Revenue $0

Investment Income $11,819

Other Revenue $6,415

TOTAL REVENUE $132,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $335

Other Expenses $11,791

TOTAL EXPENSES $11,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,119	$185,859	-0.3%
Expenses	$11,791	$7,054	+0.7%
Net Income	$120,328	$178,805	-0.3%

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

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
DR STEVE RICE	PRESIDENT	0.50	Officer Director	$0	$0	$0
BARBARA J LUCKS	SEC./TREAS.	0.50	Officer Director	$0	$0	$0
BILL MCNEILL	DIRECTOR	0.50	Director	$0	$0	$0
LUKE WESTERMAN	DIRECTOR	0.50	Director	$0	$0	$0
JASON BROWN	DIRECTOR	0.50	Director	$0	$0	$0
GREG HORTON	DIRECTOR	0.50	Director	$0	$0	$0
MARK WALKER	DIRECTOR	0.50	Director	$0	$0	$0
BRANDON WELCH	DIRECTOR	0.50	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	No data	No data	No data	No data
2024	$132,119	$11,791	$583,213	$120,328

ROTARY CLUB OF SPRINGFIELD SOUTHEAST ENDOWMENT INC