ROTARY CLUB OF BLUFFTON SC (EIN 570945730) - 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

1988

Legal Domicile

Principal Officer

DON KENSEY

Phone

8438156161

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BLUFFTON SC, founded in 1988, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Expenses of $191K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS. THE ORGANIZATION'S MOTTO IS 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 $0

Program Service Revenue $78,709

Investment Income $0

Other Revenue $93,566

TOTAL REVENUE $172,275

Expense Breakdown

Grants Paid $89,766

Salaries & Benefits $0

Fundraising Expenses $4,574

Program Expenses $151,190

Other Expenses $100,746

TOTAL EXPENSES $190,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,275	$172,395	0.0%
Expenses	$190,512	$185,513	+0.0%
Net Income	$-18,237	$-13,118	+0.4%

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

N/A

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
DAN CIUFFREDA	PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY O'NEILL	PRESIDENT	10.00	Officer Director	$0	$0	$0
DANA MARSH	SECRETARY	4.00	Officer Director	$0	$0	$0
JOHN ANDERSON	TREASURER	10.00	Officer Director	$0	$0	$0
JOANIE IACO	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MIKE TRIPKA	PRESIDENT ELECT	10.00	Officer Director	$0	$0	$0
HOWARD TURNER	FOUNDATION DIRECTOR	4.00	Director	$0	$0	$0
ROD BROOKS	MEMBERSHIP DIRECTOR	10.00	Director	$0	$0	$0
NATALIE OSTERMAN	PUBLIC RELATIONS DIRECTOR	4.00	Director	$0	$0	$0
JOSH OSTERMAN	SERVICE PROJECTS DIRECTOR	4.00	Director	$0	$0	$0
ETHAN COX	SERGEANT AT ARMS	10.00	Director	$0	$0	$0
DANA MARSH	CLUB ADMIN DIRECTOR	4.00	Director	$0	$0	$0
SAMUEL KEELER	YOUTH SERVICES DIRECTOR	4.00	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
2025	No data	No data	No data	No data
2024	$172,275	$190,512	$61,211	$-18,237
2023	$172,395	$185,513	$79,448	$-13,118

ROTARY CLUB OF BLUFFTON SC