ROTARY CLUB OF FIVE POINTS

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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

1954

Legal Domicile

Principal Officer

MONICA GADDIS

Phone

8037605564

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF FIVE POINTS, founded in 1954, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $266K left a modest 6% surplus.

Mission

TO ASSIST LOCAL CHARITABLE ENTITIES AS WELL AS INTERNATIONAL ROTARY PROJECTS THAT FOCUS ON YOUTH, EDUCATION, IMPROVING QUALITY OF LIFE AND ERADICATION OF DISEASE.

Program Service Accomplishments

Program 1

Expenses: $254,718 Revenue: $283,730

TO ASSIST LOCAL CHARITABLE ENTITIES AS WELL AS INTERNATIONAL ROTARY PROJECTS THAT FOCUS ON YOUTH, EDUCATION, IMPROVING QUALITY OF LIFE AND ERADICATION OF DISEASE.

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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 $0

Program Service Revenue $263,748

Investment Income $19,982

Other Revenue $0

TOTAL REVENUE $283,730

Expense Breakdown

Grants Paid $186,979

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $254,718

Other Expenses $78,581

TOTAL EXPENSES $265,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,730	$240,569	+0.2%
Expenses	$265,560	$236,131	+0.1%
Net Income	$18,170	$4,438	+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

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
ROBERT WALKER	PRESIDENT	6.00	Officer Director	$0	$0	$0
FRANK KENDRICK	SERGEANT-AT-ARMS	4.00	Officer Director	$0	$0	$0
MONICA GADDIS	TREASURER	4.00	Director	$0	$0	$0
JOEL WIER	DIRECTOR	4.00	Director	$0	$0	$0
WADE SPARKS	DIRECTOR	4.00	Director	$0	$0	$0
MICHAEL DUCK	DIRECTOR	4.00	Director	$0	$0	$0
DAVID WHEELER	DIRECTOR	4.00	Director	$0	$0	$0
TAYLOR JONES	DIRECTOR	4.00	Director	$0	$0	$0
TERI CALLEN	DIRECTOR	4.00	Director	$0	$0	$0
JILL MICHAELS	DIRECTOR	4.00	Director	$0	$0	$0
CHERYL STANTON	DIRECTOR	4.00	Director	$0	$0	$0
SARA CAUDLE	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	$283,730	$265,560	$379,510	$18,170
2024	No data	No data	No data	No data
2023	$217,062	$222,070	$346,577	$-5,008
2022	$201,319	$183,114	$324,770	$18,205
2021	$91,383	$84,652	$171,485	$6,731
2020	$214,000	$212,031	$265,110	$1,969
2019	$221,694	$216,743	$299,629	$4,951