ROTARY CLUB OF SUMMERVILLE SOUTH CAROLINA USA (EIN 576025095) - 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

1947

Legal Domicile

Principal Officer

PHILLIP R WILSON

Phone

8438798899

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF SUMMERVILLE SOUTH CAROLINA USA, founded in 1947, is a small nonprofit in the Community Improvement sector that reported $112K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $135K exceeded revenue, resulting in a 20% operating deficit.

Mission

SERVICE CLUB OF BUSINESS LEADERS WORKING LOCALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROIRITIZE EDUCATION, PROMOTE PEACE AND ERADICATE POLIO UNDER THE MOTTO OF 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 $84,718

Program Service Revenue $0

Investment Income $4,210

Other Revenue $23,197

TOTAL REVENUE $112,125

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,515

Other Expenses $128,739

TOTAL EXPENSES $134,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,125	$134,695	-0.2%
Expenses	$134,739	$110,169	+0.2%
Net Income	$-22,614	$24,526	-1.9%

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
ELLEN PRIEST	PRESIDENT	1.00	Officer	$0	$0	$0
COREY GREENE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
PHILLIP WILSON	TREASURER	1.00	Officer	$0	$0	$0
LINDA ART	EXECUTIVE SECRETARY	1.00	Officer	$0	$0	$0
ASHLEY ROGERS	IMMEDIATE PAST PRESIDENT	1.00	Officer	$0	$0	$0
COLIN MARTIN	SARGENT AT ARMS	1.00	Officer	$0	$0	$0
HERMAN DIXON	ASSISTANT GOVERNOR	1.00	Officer	$0	$0	$0
ANTHONY POPE	FUND RAISING DIRECTOR	1.00	Officer	$0	$0	$0
RICHARD MILER	MEMBERSHIP CHAIR	1.00	Officer	$0	$0	$0
JONATHAN PRESLEY	FOUNDATION CHAIR	1.00	Officer	$0	$0	$0
RITA BERRY	PROGRAMS CHAIR	1.00	Officer	$0	$0	$0
WILL WARING III	SOCIAL CHAIR	1.00	Officer	$0	$0	$0
JUSTIN LEE	PROJECTS CHAIR	1.00	Officer	$0	$0	$0
CHAD SHELTON	GRANTS CHAIR	1.00	Officer	$0	$0	$0
NICHOLAS JACKSON	PUBLIC IMAGE CHAIR	1.00	Officer	$0	$0	$0
JON ZEIGLER	LEARNING FACILITATOR	1.00	Officer	$0	$0	$0
DON NYE	BOARD AT LARGE	1.00	Officer	$0	$0	$0
KATHRYN TATUM	BOARD AT LARGE	1.00	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
2025	No data	No data	No data	No data
2024	$112,125	$134,739	$174,990	$-22,614
2023	$134,695	$110,169	$185,563	$24,526
2022	$139,225	$119,978	$163,817	$19,247
2021	$101,925	$88,187	$165,567	$13,738
2020	$105,449	$105,072	$144,812	$377
2019	$89,700	$86,838	$145,961	$2,862

ROTARY CLUB OF SUMMERVILLE SOUTH CAROLINA USA