Garner Rotary Club Trust Fund Inc (EIN 561826293) - 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

1993

Legal Domicile

Principal Officer

Jonathan D Adams

Phone

9197792020

Tax Period

2023-07-01 to 2024-06-30

Garner Rotary Club Trust Fund Inc, founded in 1993, is a micro nonprofit in the Education sector that reported $36K in total revenue in fiscal year 2023. The organization ran a surplus of $11K, a strong 30% operating margin.

Mission

To award scholarships to students in Wake County, NC who are eligible for admission to an accredited college, university, or technical school.

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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 (2023)

Revenue Breakdown

Contributions & Grants $25,585

Program Service Revenue $0

Investment Income $9,940

Other Revenue $0

TOTAL REVENUE $35,525

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $0

TOTAL EXPENSES $25,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,525	$36,276	0.0%
Expenses	$25,000	$16,000	+0.6%
Net Income	$10,525	$20,276	-0.5%

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
Bruce Murray	President	4.00	Officer Director	$0	$0	$0
Brian Johnson	President Elect	1.00	Officer Director	$0	$0	$0
David Casteline	Secretary	1.00	Officer Director	$0	$0	$0
Jonathan Adams	Treasurer	1.00	Officer Director	$0	$0	$0
Shawn Dickison	Sergeant at Arms	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	$35,525	$25,000	$813,972	$10,525
2023	$36,276	$16,000	$671,314	$20,276
2022	$72,034	$12,000	$660,091	$60,034
2021	$10,633	$12,000	$579,050	$-1,367
2020	$51,812	$12,500	$491,100	$39,312
2019	$38,432	$11,500	$458,519	$26,932

Garner Rotary Club Trust Fund Inc