Rotary Club of Beaufort Endowment Foundation (EIN 571099324) - 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

Legal Domicile

Principal Officer

Wayne Promislow

Phone

8435220222

Tax Period

2025-01-01 to 2025-12-31

Rotary Club of Beaufort Endowment Foundation is a small nonprofit in the Philanthropy & Grantmaking sector that reported $266K in total revenue in fiscal year 2025. Revenue surged 1709% from the prior year, signaling strong growth momentum. The organization ran a surplus of $257K, a strong 97% operating margin.

Mission

The objectives of this Corporation shall be to serve as an endowment and to provide funds earmarked for the Rotary Club of Beaufort's local scholarship program and charitable contributions to local community charities which come within the definitions set forth in the Internal Revenue Code of 1954, Section 170(c), as amended.

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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 (2025)

Revenue Breakdown

Contributions & Grants $252,986

Program Service Revenue $0

Investment Income $12,553

Other Revenue $0

TOTAL REVENUE $265,539

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,000

Other Expenses $2,450

TOTAL EXPENSES $8,450

Year-over-Year Comparison

	2025	2024	Change
Revenue	$265,539	$14,682	+17.1%
Expenses	$8,450	$9,291	-0.1%
Net Income	$257,089	$5,391	+46.7%

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
Cris Steele	Director	1.00	Director	$0	$0	$0
Greg Dyson	Chairman	2.00	Director	$0	$0	$0
Wayne Promislow	Treasurer	3.00	Director	$0	$0	$0
John Troutman	Director	1.00	Director	$0	$0	$0
Graham Holcombe	Secretary	1.00	Director	$0	$0	$0
Robert Bussa	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
2025	$265,539	$8,450	$420,815	$257,089

Rotary Club of Beaufort Endowment Foundation