SOUTHERN PINES ROTARY CLUB INC (EIN 566061129) - 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

1938

Legal Domicile

Principal Officer

DAVID HOPE

Phone

8474202702

Tax Period

2022-07-01 to 2023-06-30

SOUTHERN PINES ROTARY CLUB INC, founded in 1938, is a small nonprofit in the Community Improvement sector that reported $273K in total revenue in fiscal year 2022. Revenue surged 295% from the prior year, signaling strong growth momentum. The organization ran a surplus of $207K, a strong 76% operating margin.

Mission

TO FOCUS ON IMPROVING OUR COMMUNITY BY SETTING AN EXAMPLE OF GOOD CITIZENSHIP BY ALL MEMBERS AND ALWAYS BEING READY TO HELP WHEN CALLED UPON.

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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 (2022)

Revenue Breakdown

Contributions & Grants $221,348

Program Service Revenue $0

Investment Income $4,754

Other Revenue $47,140

TOTAL REVENUE $273,242

Expense Breakdown

Grants Paid $3,541

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,927

Other Expenses $62,722

TOTAL EXPENSES $66,263

Year-over-Year Comparison

	2022	2021	Change
Revenue	$273,242	$69,169	+3.0%
Expenses	$66,263	$55,288	+0.2%
Net Income	$206,979	$13,881	+13.9%

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

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
DAVID HOPE	PRESIDENT	2.00	Officer Director	$0	$0	$0
VERONICA SANCHEZ	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BILL MACADAM	TREASURER	2.00	Officer Director	$0	$0	$0
MARY ROCCA	SECRETARY	2.00	Officer Director	$0	$0	$0
MARC BENARD	DIRECTOR	2.00	Director	$0	$0	$0
MARIA CARLTON	DIRECTOR	1.00	Director	$0	$0	$0
CHIP CROMARTIE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GALLAND	DIRECTOR	1.00	Director	$0	$0	$0
APRIL IKNER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LYONS	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN MOORE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA SOUTHERLAND	DIRECTOR	1.00	Director	$0	$0	$0
KATE TUOMALA	DIRECTOR	1.00	Director	$0	$0	$0
HELENA WALLIN-MILLER	DIRECTOR	1.00	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
2023	$273,242	$66,263	$274,715	$206,979
2020	$71,975	$60,901	$39,534	$11,074
2019	$76,640	$67,804	$32,704	$8,836

SOUTHERN PINES ROTARY CLUB INC