ROTARY INTERNATIONAL ROTARY CLUB OF CARROLL CREEK INC

EIN: 521829548

FREDERICK, MD

Total Revenue
$323,558
Total Expenses
$295,643
Total Assets
$358,764
Net Assets
$338,357
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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
1993
Legal Domicile
MD
Principal Officer
DWIGHT BAUMGARDNER
Phone
3016761620
Tax Period
2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL ROTARY CLUB OF CARROLL CREEK INC, founded in 1993, is a small nonprofit that reported $324K in total revenue in fiscal year 2022. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $296K left a modest 9% surplus.

Mission

TO INCORPORATE THE PURPOSES OF ROTARY INTERNATIONAL IN OUR CLUB WHICH INCLUDES HUMANITARIAN SERVICE, ENCOURAGEMENT OF HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND BUILD GOODWILL AND PEACE IN THE WORLD. THE CLUB ALSO IDENTIFIES AND ADDRESSES NEEDS IN THE LOCAL COMMUNITY WITH AN EMPHASIS ON YOUTH AND EDUCATION.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $263,332
Program Service Revenue $0
Investment Income $80
Other Revenue $60,146
TOTAL REVENUE $323,558

Expense Breakdown

Grants Paid $113,092
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $295,643
Other Expenses $182,551
TOTAL EXPENSES $295,643

Year-over-Year Comparison

2022 2021 Change
Revenue $323,558 $257,809 +0.3%
Expenses $295,643 $256,592 +0.2%
Net Income $27,915 $1,217 +21.9%
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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
205

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
6
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEVIN MOORE SERGEANT-AT-ARMS 0.00
Director
$0 $0 $0
THOMAS DIXON DIRECTOR 0.00
Director
$0 $0 $0
SHARON JACKO DIRECTOR 0.00
Director
$0 $0 $0
ALEX KELLY DIRECTOR 0.00
Director
$0 $0 $0
DEREK MCGEE DIRECTOR 0.00
Director
$0 $0 $0
CARLA CLARKE DIRECTOR 0.00
Director
$0 $0 $0
ANDI OVERTON DIRECTOR 0.00
Director
$0 $0 $0
ASHLEY WATERS PRESIDENT 0.00
Officer
$0 $0 $0
ELIN ROSS PRESIDENT-ELECT 0.00
Officer
$0 $0 $0
MARK MAYER VICE PRESIDENT 0.00
Officer
$0 $0 $0
MELISSA MUNTZ SECRETARY 0.00
Officer
$0 $0 $0
ERIC DALLAVALLE TREASURER 0.00
Officer
$0 $0 $0
STEPHEN HEINE PAST PRESIDENT 0.00
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 No data No data No data No data
2023 $323,558 $295,643 $358,764 $27,915
2022 $257,809 $256,592 $331,431 $1,217
2021 $136,584 $112,260 $309,905 $24,324
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