THE ROTARY CLUB OF CLEARWATER CHARITIES INC (EIN 510188524) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

JAMES M CLARK

Phone

7275104812

Tax Period

2023-07-01 to 2024-06-30

THE ROTARY CLUB OF CLEARWATER CHARITIES INC, founded in 1974, is a micro nonprofit in the Community Improvement sector that reported $56K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $35K, a strong 63% operating margin.

Mission

TO PROMOTE AND SUPPORT LOCAL HUMANITARIAN AND CHARITABLE PROJECTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,877

Program Service Revenue $0

Investment Income $40,404

Other Revenue $0

TOTAL REVENUE $56,281

Expense Breakdown

Grants Paid $10,320

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,320

Other Expenses $10,585

TOTAL EXPENSES $20,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,281	$83,521	-0.3%
Expenses	$20,905	$19,878	+0.1%
Net Income	$35,376	$63,643	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JAMES WATROUS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANDY BURWELL	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHEN FOWLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT COSTON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW DENIS	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE GREER	DIRECTOR	1.00	Director	$0	$0	$0
GARY REGOLI	DIRECTOR	1.00	Director	$0	$0	$0
MARK WHITTINGTON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK SIRACUSA	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CLARK	TREASURER	1.00	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	No data	No data	No data	No data
2024	$56,281	$20,905	$1,649,305	$35,376
2023	$83,521	$19,878	$1,475,183	$63,643
2022	$82,599	$46,463	$1,343,043	$36,136
2021	$118,254	$61,238	$1,512,907	$57,016
2020	$16,560	$16,032	$1,205,152	$528
2019	$81,247	$55,998	$1,229,558	$25,249
2018	$146,100	$17,945	$1,199,532	$128,155

THE ROTARY CLUB OF CLEARWATER CHARITIES INC