THE ROTARY CLUB OF GASTONIA (EIN 566058225) - 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

1919

Legal Domicile

Principal Officer

PATTI BLACK

Phone

7048672400

Tax Period

2021-07-01 to 2022-06-30

THE ROTARY CLUB OF GASTONIA, founded in 1919, is a small nonprofit that reported $117K in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year. Expenses of $105K left a modest 10% surplus.

Mission

CIVIC CLUB SERVICES

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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 (2021)

Revenue Breakdown

Contributions & Grants $116,838

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $116,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,137

Other Expenses $105,345

TOTAL EXPENSES $105,345

Year-over-Year Comparison

	2021	2020	Change
Revenue	$116,850	$138,827	-0.2%
Expenses	$105,345	$80,936	+0.3%
Net Income	$11,505	$57,891	-0.8%

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

100

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
LAUREL MORRIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
PATTI BLACK	PRESIDENT -	10.00	Officer Director	$0	$0	$0
LESLIE GENE DAVIS	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
DAVIDSON HOBSON	2ND VICE PRE	5.00	Officer Director	$0	$0	$0
SCOTT SCARBOROUGH	TREASURER	3.00	Officer Director	$0	$0	$0
ROBIN LOUPUS	ASST.TREASUR	3.00	Officer Director	$0	$0	$0
CHERYL BLACK LOGGINS	SECRETARY	3.00	Officer Director	$0	$0	$0
KAY PENINGER	ASST. SECRET	3.00	Officer Director	$0	$0	$0
LAURA LINEBERGER	DIRECTOR	3.00	Director	$0	$0	$0
DONNA ELLIOT	DIRECTOR	3.00	Director	$0	$0	$0
CLAY MCLEAN	DIRECTOR	3.00	Director	$0	$0	$0
SHARON PADGETT	DIRECTOR	3.00	Director	$0	$0	$0
JOE PEARSON	DIRECTOR	3.00	Director	$0	$0	$0
LUKE UPCHURCH	DIRECTOR	3.00	Director	$0	$0	$0
TONY PASOUR	DIRECTOR	3.00	Director	$0	$0	$0
MARCIA SCHEIDEMAN	DIRECTOR	3.00	Director	$0	$0	$0
OMER SHEDD	DIRECTOR	3.00	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
2022	$116,850	$105,345	$170,096	$11,505
2021	$138,827	$80,936	$159,803	$57,891
2020	$109,008	$96,288	$101,434	$12,720
2019	$103,001	$85,078	$87,609	$17,923

THE ROTARY CLUB OF GASTONIA