ROTARY INTERNATIONAL SUMTER-GAMECOCK CITY (EIN 576021637) - 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

Principal Officer

SHELLY LUNDBERG

Phone

8034697300

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL SUMTER-GAMECOCK CITY is a micro nonprofit that reported $78K in total revenue in fiscal year 2023. Expenses of $188K exceeded revenue, resulting in a 140% operating deficit.

Mission

ROTARY IS A WORLDWIDE ORGANIZATIONOF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICE, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD.

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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 $2,500

Program Service Revenue $49,090

Investment Income $281

Other Revenue $26,323

TOTAL REVENUE $78,194

Expense Breakdown

Grants Paid $139,235

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,938

Other Expenses $48,350

TOTAL EXPENSES $187,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,194	N/A	N/A
Expenses	$187,585	N/A	N/A
Net Income	$-109,391	N/A	N/A

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
KIPPER ACKERMAN	DIRECTOR	N/A	Officer	$0	$0	$0
MELISSA EVANS	DIRECTOR	N/A	Officer	$0	$0	$0
CHRIS HARDY	PRESIDENT	N/A	Officer	$0	$0	$0
CHRIS LEE	DIRECTOR	N/A	Officer	$0	$0	$0
ALAN LEWIS	DIRECTOR	N/A	Officer	$0	$0	$0
SHELLY LUNDBERG	TREASURER	N/A	Officer	$0	$0	$0
ANGUS MCDUFFIE	DIRECTOR	N/A	Officer	$0	$0	$0
CRAIG NESS	DIRECTOR	N/A	Officer	$0	$0	$0
JASON STODDARD	SECRETARY	N/A	Officer	$0	$0	$0
DERRICK URQUHART	DIRECTOR	N/A	Officer	$0	$0	$0
STEPHEN WILLIAMSON	PRESIDENT-EL	N/A	Officer	$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	$78,194	$187,585	$60,038	$-109,391

ROTARY INTERNATIONAL SUMTER-GAMECOCK CITY