ROTARY CLUB WEST ASHLEY - CHARLESTON (EIN 576022354) - 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

1949

Legal Domicile

Principal Officer

R JUSTIN TRAVIS

Phone

8034932660

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB WEST ASHLEY - CHARLESTON, founded in 1949, is a small nonprofit that reported $168K in total revenue in fiscal year 2024. The organization ran a surplus of $54K, a strong 32% operating margin.

Mission

COMMUNITY SERVICE THROUGH ROTARY

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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 (2024)

Revenue Breakdown

Contributions & Grants $57,814

Program Service Revenue $46,563

Investment Income $63,933

Other Revenue $0

TOTAL REVENUE $168,310

Expense Breakdown

Grants Paid $34,198

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,451

Other Expenses $80,253

TOTAL EXPENSES $114,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,310	$171,261	0.0%
Expenses	$114,451	$158,027	-0.3%
Net Income	$53,859	$13,234	+3.1%

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	Role	Reportable Comp	Other Comp	Total
GARRY LESESNE	PRESIDENT	Officer Director	$0	$0	$0
DAVID MATHENY	DIRECTOR	Director	$0	$0	$0
MOLLIE ALEXANDER	PRESIDENT ELECT	Officer Director	$0	$0	$0
ROBERT J GRAVES	TREASURER	Officer Director	$0	$0	$0
EMMA HART	SECRETARY	Director	$0	$0	$0
MIKELL H RICHARDS	DIRECTOR	Director	$0	$0	$0
DOUGLAS H TRULUCK	MEMBERSHIP CHAIR	Director	$0	$0	$0
FRED PRIOLEAU MENEFEE	SERGEANTATARMS	Director	$0	$0	$0
LISA GEOFFROY	PAST PRESIDENT	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	$168,310	$114,451	$835,717	$53,859
2024	$171,261	$158,027	$793,427	$13,234
2023	$125,578	$138,759	$773,205	$-13,181
2022	$117,292	$102,096	$857,044	$15,196
2021	$106,170	$99,105	$850,916	$7,065
2020	$185,578	$77,842	$674,207	$107,736
2019	$142,478	$137,861	$559,414	$4,617
2018	$121,548	$123,097	$552,015	$-1,549

ROTARY CLUB WEST ASHLEY - CHARLESTON