ROTARY CLUB-STATESVILLE4TH CREEK (EIN 562148321) - 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

1999

Legal Domicile

Principal Officer

RICHARD ARMSTRONG

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB-STATESVILLE4TH CREEK, founded in 1999, is a micro nonprofit that reported $60K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $75K exceeded revenue, resulting in a 24% operating deficit.

Mission

AZHEIMERS, HIGH SCHOOLS,COMMUNITY SERVICES, INTERACT, ROTARY FOUNDATION, POLIO, COMMUNITY CHARITIES, SCHOOLS, SCHOLARSHIPS, YOUTH, COLLEGES, INTERNATIONAL GOODWILL, AND MIDDLE SCHOOLS.

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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 $17,870

Program Service Revenue $0

Investment Income $0

Other Revenue $42,269

TOTAL REVENUE $60,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,127

Other Expenses $74,789

TOTAL EXPENSES $74,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,139	$47,844	+0.3%
Expenses	$74,789	$55,420	+0.3%
Net Income	$-14,650	$-7,576	+0.9%

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
EARL SPENCER	INTERNATIONAL SERVICE	4.00	Director	$0	$0	$0
KENNETH VANCE	ROTARY FOUNDATION	3.00	Director	$0	$0	$0
DONALD HAYNES	CLUB SERVICE	2.00	Director	$0	$0	$0
LEON IJAMES	MEMBERSHIP	2.00	Director	$0	$0	$0
LARRY ROGERS	COMMUNITY SERVICE	4.00	Director	$0	$0	$0
SARAH KIRKMAN	PUBLIC RELATIONS	4.00	Director	$0	$0	$0
PAMELA JOHNSON	SECRETARY	4.00	Officer	$0	$0	$0
RICHARD ARMSTRONG	PRESIDENT ELECT	4.00	Officer	$0	$0	$0
MARLENE SCOTT	PRESIDENT	4.00	Officer	$0	$0	$0
RICHARD MORRISON	TREASURER	4.00	Officer	$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	$60,139	$74,789	$363,069	$-14,650
2023	$47,844	$55,420	$350,645	$-7,576
2022	$42,473	$47,482	$342,705	$-5,009
2021	$88,735	$39,243	$356,405	$49,492

ROTARY CLUB-STATESVILLE4TH CREEK