ROTARY CLUB OF MATHEWS VIRGINIA (EIN 541546226) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

DAVID ROWLAND

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF MATHEWS VIRGINIA is a micro nonprofit that reported $75K in total revenue in fiscal year 2021. The organization ran a surplus of $19K, a strong 25% operating margin.

Mission

TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTH ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,568

Program Service Revenue $111,944

Investment Income $541

Other Revenue $0

TOTAL REVENUE $121,053

Expense Breakdown

Grants Paid $24,644

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,453

Other Expenses $55,459

TOTAL EXPENSES $80,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,053	$75,592	+0.6%
Expenses	$80,103	$99,969	-0.2%
Net Income	$40,950	$-24,377	-2.7%

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
BARRY NAPP	SERGEANT AT	1.00	Officer Director	$0	$0	$0
MIKE PITTMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID ROWLAND	TREASURER	2.00	Officer Director	$0	$0	$0
FRANK THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
JACK WHITE	MEMBER AT LA	1.00	Officer 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	$121,053	$80,103	$93,237	$40,950
2023	$75,592	$99,969	$97,647	$-24,377
2022	$75,491	$56,261	$116,851	$19,230

ROTARY CLUB OF MATHEWS VIRGINIA