EAST CHAPEL HILL ROTARY CLUB FOUNDATION (EIN 562161324) - 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

CHRISTINE JONES

Phone

9193606333

Tax Period

2024-01-01 to 2024-12-31

EAST CHAPEL HILL ROTARY CLUB FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $109K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $134K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO SUPPORT THE CHARITABLE EFFORTS OF THE EAST CHAPEL HILL ROTARY CLUB TO IMPROVE THE HEALTH AND WELFARE OF THE LOCAL AND GLOBAL COMMUNITY.

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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 $108,785

Program Service Revenue $0

Investment Income $19

Other Revenue $0

TOTAL REVENUE $108,804

Expense Breakdown

Grants Paid $117,146

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,879

Other Expenses $17,089

TOTAL EXPENSES $134,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,804	$272,047	-0.6%
Expenses	$134,235	$118,709	+0.1%
Net Income	$-25,431	$153,338	-1.2%

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

132

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
RICHARD BADDOUR	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL ADAIR	VICE CHAIR	0.25	Officer Director	$0	$0	$0
CHRISTINE JONES	TREASURER	2.00	Officer Director	$0	$0	$0
CLIFFORD BUTLER	DIRECTOR	0.25	Director	$0	$0	$0
EARL CHESSON	DIRECTOR	0.25	Director	$0	$0	$0
C MELVIN FIELDS	DIRECTOR	0.25	Director	$0	$0	$0
JAMES HEAVNER	DIRECTOR	0.25	Director	$0	$0	$0
R DAVID KIMBALL	DIRECTOR	0.25	Director	$0	$0	$0
LEE SCOTT	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT SLATER	DIRECTOR	0.25	Director	$0	$0	$0
JULIANN TENNEY	DIRECTOR	0.25	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
2024	$108,804	$134,235	$1,340,774	$-25,431
2023	$272,047	$118,709	$1,232,902	$153,338
2022	$88,353	$97,731	$930,673	$-9,378
2021	$156,709	$72,444	$1,103,109	$84,265
2020	$91,185	$78,330	$881,325	$12,855
2019	$97,128	$74,124	$768,916	$23,004
2018	$80,543	$77,065	$615,851	$3,478

EAST CHAPEL HILL ROTARY CLUB FOUNDATION