The Elizabeth City Rotary Club (EIN 566062674) - 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

1922

Legal Domicile

Phone

2523380169

Tax Period

2023-07-01 to 2024-06-30

The Elizabeth City Rotary Club, founded in 1922, is a micro nonprofit that reported $8K in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $61K exceeded revenue, resulting in a 650% operating deficit.

Mission

To encourage the ideals of service above self.

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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 $24,343

Program Service Revenue $0

Investment Income $-16,268

Other Revenue $0

TOTAL REVENUE $8,075

Expense Breakdown

Grants Paid $30,602

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,891

Other Expenses $29,939

TOTAL EXPENSES $60,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,075	$90,921	-0.9%
Expenses	$60,541	$51,622	+0.2%
Net Income	$-52,466	$39,299	-2.3%

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
Jeanette Overman	President	2.00	Officer Director	$0	$0	$0
Doug Gardner	Secretary	2.00	Officer Director	$0	$0	$0
Jonathan Snoots	Treasurer	2.00	Officer Director	$0	$0	$0
Timothy Witwer	Past President	2.00	Officer Director	$0	$0	$0
B Culpepper Jennette	Membership Dir.	2.00	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
2024	$8,075	$60,541	$709,816	$-52,466
2023	$90,921	$51,622	$762,282	$39,299
2022	$74,736	$59,712	$722,983	$15,024
2021	$74,397	$51,207	$707,959	$23,190

The Elizabeth City Rotary Club