SOUTH RICHMOND ROTARY CLUB SERVICE FOUNDATION (EIN 546053151) - 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

1953

Legal Domicile

Principal Officer

JACOB FAVARO

Phone

8043018060

Tax Period

2022-07-01 to 2023-06-30

SOUTH RICHMOND ROTARY CLUB SERVICE FOUNDATION, founded in 1953, is a small nonprofit that reported $181K in total revenue in fiscal year 2017. Expenses of $209K exceeded revenue, resulting in a 16% operating deficit.

Mission

FUNDRAISING FOR SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS

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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 (2022)

Revenue Breakdown

Contributions & Grants $15,594

Program Service Revenue $0

Investment Income $14,531

Other Revenue $140,947

TOTAL REVENUE $171,072

Expense Breakdown

Grants Paid $146,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,700

Other Expenses $6,086

TOTAL EXPENSES $152,786

Year-over-Year Comparison

	2022	2021	Change
Revenue	$171,072	$202,465	-0.2%
Expenses	$152,786	$119,625	+0.3%
Net Income	$18,286	$82,840	-0.8%

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

N/A

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
LISA HARRUP	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRENT SAMUEL	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ALAN TODD	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
JULIAN CORY METTS IV	SECRETARY	2.00	Officer Director	$0	$0	$0
JAY LOWDEN	CLUB EXECUTIVE SECRETARY	2.00	Officer Director	$0	$0	$0
ADAM FOSTER	TREASURER	2.00	Director	$0	$0	$0
ERIC HIGH	SERGEANT-AT-ARMS	2.00	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	No data	No data	No data	No data
2023	$171,072	$152,786	$660,145	$18,286
2022	$202,465	$119,625	$641,859	$82,840
2021	$121,875	$14,091	$559,019	$107,784
2020	$123,377	$179,243	$463,591	$-55,866
2019	$146,351	$116,193	$502,628	$30,158
2018	$180,737	$209,355	$473,150	$-28,618

SOUTH RICHMOND ROTARY CLUB SERVICE FOUNDATION