Smithfield Rotary Club (EIN 546073921) - 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

1928

Legal Domicile

Principal Officer

Daniel Webb

Phone

7575102665

Tax Period

2024-07-01 to 2025-06-30

Smithfield Rotary Club, founded in 1928, is a micro nonprofit that reported $34K in total revenue in fiscal year 2018. The organization ran a surplus of $11K, a strong 32% operating margin.

Mission

To support community programs and services

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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 (2024)

Revenue Breakdown

Contributions & Grants $20,204

Program Service Revenue $0

Investment Income $3

Other Revenue $25,290

TOTAL REVENUE $45,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,361

Other Expenses $51,758

TOTAL EXPENSES $51,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,497	$69,560	-0.3%
Expenses	$51,758	$69,429	-0.3%
Net Income	$-6,261	$131	-48.8%

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

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
Lawrence Saint	President	5.00	Officer Director	$0	$0	$0
Katey Baggett	Secretary	5.00	Officer Director	$0	$0	$0
William C Cox	Treasurer	5.00	Officer Director	$0	$0	$0
Donal Coble II	Sergeant At Arms	5.00	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	$45,497	$51,758	$16,499	$-6,261
2024	$69,560	$69,429	$22,760	$131
2023	$41,462	$42,187	$22,629	$-725
2022	$38,506	$30,228	$23,354	$8,278
2021	$20,076	$25,919	$15,076	$-5,843
2020	$29,073	$30,722	$20,919	$-1,649
2019	$33,765	$22,899	$22,568	$10,866

Smithfield Rotary Club