ROTARY CLUB OF MT PLEASANT

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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

1977

Legal Domicile

Principal Officer

KEN TALLMADGE

Phone

8434446064

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF MT PLEASANT, founded in 1977, is a small nonprofit in the Community Improvement sector that reported $168K in total revenue in fiscal year 2022. Revenue surged 43% from the prior year, signaling strong growth momentum.

Mission

ROTARY'S COMMUNITY DEVELOPMENT PROGRAMS ADDRESS MANY OF TODAY'S MOST CRITICAL ISSUES INCLUDING HUNGER, THE ENVIRONMENT, LITERACY, ERADICATING POLIO. ROTARY ALSO OFFERS PROGRAMS THAT FOCUS PRIMARILY ON YOUNG ADULTS, LEADERSHIP TRAINING WORKSHIPS, SCHOLARSHIPS AND STUDENT EXCHANGES.

Program Service Accomplishments

Program 1

Expenses: $18,583 Revenue: $500

BACK PACK BUDDIESONCE A MONTH, DURING THE SCHOOL YEAR, WE PACK 612 WEEKEND MEALS FOR 145 ELEMENTARY SCHOOL CHILDREN IN THE EAST COOPER AREA. WE WORK WITH THE LOWCOUNTRY FOOD BANK, 2864 AZALEA DR...

BACK PACK BUDDIESONCE A MONTH, DURING THE SCHOOL YEAR, WE PACK 612 WEEKEND MEALS FOR 145 ELEMENTARY SCHOOL CHILDREN IN THE EAST COOPER AREA. WE WORK WITH THE LOWCOUNTRY FOOD BANK, 2864 AZALEA DR., CHARLESTON, PLACING THE PACKAGED FOOD IN BAGS READY FOR DELIVERY WHEN NEEDED.

Program 2

Expenses: $50,881 Revenue: $28,248

SOCCER CLASSICOUR MOST SUCCESSFUL FUNDRAISING PROJECT CONDUCTED IS OUR ROTARY SOCCER CLASSIC. WE INVITE BOYS AND GIRLS' SOCCER TEAMS FROM THE LOCAL AREA TO PLAY AND COMPETE IN A SOCCER TOURNAMENT...

SOCCER CLASSICOUR MOST SUCCESSFUL FUNDRAISING PROJECT CONDUCTED IS OUR ROTARY SOCCER CLASSIC. WE INVITE BOYS AND GIRLS' SOCCER TEAMS FROM THE LOCAL AREA TO PLAY AND COMPETE IN A SOCCER TOURNAMENT. THE PROCEEDS FUND THE CHARITIES WHICH OUR CHARITIES COMMITTEE SLECTS FOR THE YEAR. WE ALSO SELL ADDS FOR THE PROGRAM AND CHARGE ADMISSION.

Program 3

Expenses: $52 Revenue: $2,500

HAPPY FEETTHIS IS A PROJECT TO GIVE UNDERPRIVILEGED SCHOOL CHILDREN SHOES AND SOCKS. WE HOLD THE EVENT IN OCTOBER AT TARGET, GIVING SHOES TO APPROXIMATELY 250-300 CHILDREN. ABOUT ONE-HALF OF OUR CLUB MEMBERS ATTEND, ALONG WITH A FEW MEMBERS FROM THE EAST COOPER BREAKFAST ROTARY CLUB, THE INTERACT CLUB AND ROTARACT CLUB

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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 $97,242

Program Service Revenue $31,248

Investment Income $113

Other Revenue $39,092

TOTAL REVENUE $167,695

Expense Breakdown

Grants Paid $70,218

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,781

Other Expenses $94,138

TOTAL EXPENSES $164,356

Year-over-Year Comparison

	2022	2021	Change
Revenue	$167,695	$117,503	+0.4%
Expenses	$164,356	$114,190	+0.4%
Net Income	$3,339	$3,313	+0.0%

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	Role	Reportable Comp	Other Comp	Total
KATHERINE JENKINS PLAIR	BOARD MEMBER	Director	$0	$0	$0
ANDREA ULMER	BOARD MEMBER	Director	$0	$0	$0
BUENA VISTA MESSERVY	BOARD MEMBER	Director	$0	$0	$0
JASON RAY MCCROSKEY	BOARD MEMBER	Director	$0	$0	$0
CLINTON DUNN	BOARD MEMBER	Director	$0	$0	$0
PLATTE BOYD MORNING III	BOARD MEMBER	Director	$0	$0	$0
LOU MELLO	BOARD MEMBER	Director	$0	$0	$0
BETH SHERR	BOARD MEMBER	Director	$0	$0	$0
JUDITH L EWING	BOARD MEMBER	Director	$0	$0	$0
ANDREW R MCGLAUGHON	BOARD MEMBER	Director	$0	$0	$0
BRIAN BALL	BOARD MEMBER	Director	$0	$0	$0
AL FLOYD	BOARD MEMBER	Director	$0	$0	$0
PATRRICK J O'BRIEN	PRESIDENT	Officer Director	$0	$0	$0
JAMES LEWIS LEE	PRESIDENT-ELECT	Officer Director	$0	$0	$0
KENNETH ROGER TALLMADE JR	TREASURER	Officer Director	$0	$0	$0
DAVID P KENT	SECRETARY	Officer 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	$167,695	$164,356	$105,833	$3,339