ROTARY CLUB OF WINSTON SALEM (EIN 560687317) - Form 990 Financial Analysis & Trantor Score

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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

1915

Legal Domicile

Principal Officer

KURT GEHSMANN

Phone

3369180195

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF WINSTON SALEM, founded in 1915, is a small nonprofit that reported $132K in total revenue in fiscal year 2024. Expenses of $114K left a modest 13% surplus.

Mission

PROMOTION OF SOCIAL WELFARE

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,605

Program Service Revenue $114,263

Investment Income $2

Other Revenue $0

TOTAL REVENUE $131,870

Expense Breakdown

Grants Paid $18,790

Salaries & Benefits $68

Fundraising Expenses $0

Program Expenses $112,172

Other Expenses $95,545

TOTAL EXPENSES $114,403

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,870	$126,897	+0.0%
Expenses	$114,403	$170,899	-0.3%
Net Income	$17,467	$-44,002	-1.4%

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 PARRISH	PRESIDENT	N/A	Officer Director	$0	$0	$0
STEPHAN DRAGISIC	IMMEDIATE PA	N/A	Officer Director	$0	$0	$0
DAVID HINTON	TREASURER	N/A	Officer Director	$0	$0	$0
KURT GEHSMANN	ASST. TREASU	N/A	Director	$0	$0	$0
KIRK SANDERS	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVID BARKSDALE	PRESIDENT EL	N/A	Director	$0	$0	$0
MONA LOVETT	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL LISCHKE	BOARD MEMBER	N/A	Director	$0	$0	$0
RICHARD BUFFKIN	BOARD MEMBER	N/A	Director	$0	$0	$0
NED ERICKSON	BOARD MEMBER	N/A	Director	$0	$0	$0
CORLIS SELLERS	BOARD MEMBER	N/A	Director	$0	$0	$0
KATIE HALL	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTY SPENCER	BOARD MEMBER	N/A	Director	$0	$0	$0
JASON THIEL	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDA DARDEN	BOARD MEMBER	N/A	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	$131,870	$114,403	$35,962	$17,467
2024	$126,897	$170,899	$46,200	$-44,002
2023	$136,228	$152,329	$75,467	$-16,101
2022	$127,980	$140,211	$93,054	$-12,231
2021	$130,543	$101,247	$96,654	$29,296
2020	$157,959	$164,033	$63,725	$-6,074
2019	$176,740	$186,680	$80,700	$-9,940
2018	$177,350	$187,218	$84,328	$-9,868

ROTARY CLUB OF WINSTON SALEM