ROTARY CLUB OF HILTON HEAD ISLAND

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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

JODY LEVITT

Phone

8436864100

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF HILTON HEAD ISLAND is a small nonprofit that reported $214K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $186K left a modest 13% surplus.

Mission

PROVIDE FOR COMMUNITY, NATIONAL AND INTERNATIONAL PROGRAMS WHICH ADVANCE UNDERSTANDING, GOODWILL AND PEACE, PROVIDE HUMANITARIAN SERVICES AND ENCOURAGE HIGH ETHICAL STANDARDS.

Program Service Accomplishments

Program 1

Expenses: $144,922 Revenue: $168,862

PROVIDE FOR COMMUNITY, NATIONAL AND INTERNATIONAL PROGRAMS WHICH ADVANCE UNDERSTANDING, GOODWILL AND PEACE, PROVIDE HUMANITARIAN SERVICES AND ENCOURAGE HIGH ETHICAL STANDARDS.

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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 $0

Program Service Revenue $168,862

Investment Income $462

Other Revenue $44,601

TOTAL REVENUE $213,925

Expense Breakdown

Grants Paid $32,887

Salaries & Benefits $15,052

Fundraising Expenses $0

Program Expenses $144,922

Other Expenses $137,900

TOTAL EXPENSES $185,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,925	$177,561	+0.2%
Expenses	$185,839	$169,608	+0.1%
Net Income	$28,086	$7,953	+2.5%

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

Volunteers

100

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
JODY LEVITT	PRESIDENT	30.00	Officer Director	$0	$0	$0
MARIO INCORVAIA	PRESIDENT EL	20.00	Officer Director	$0	$0	$0
TERESA BRASHEARS	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
DEBORAH BURT	SECRETARY	10.00	Director	$0	$0	$0
JASON STEVENS	TREASURER	2.00	Director	$0	$0	$0
AHMAD WARD	SERGEANT AT	2.00	Director	$0	$0	$0
KATHY SANGUILIANO	ASST.SERGEAN	2.00	Director	$0	$0	$0
JOE CHAPPELL	PAST PRESIDE	2.00	Director	$0	$0	$0
HANK NOBLE	DIRECTOR	2.00	Director	$0	$0	$0
JEAN VAHEY	DIRECTOR	2.00	Director	$0	$0	$0
JEFF ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
TRICIA LYNCH	DIRECTOR	2.00	Director	$0	$0	$0
TERRI KOLANDER	DIRECTOR	2.00	Director	$0	$0	$0
SONJA FRIEDMAN	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH BURT	DIRECTOR	2.00	Director	$0	$0	$0
HELEN RYAN	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL GODSUN	DIRECTOR	2.00	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	No data	No data	No data	No data
2024	$213,925	$185,839	$126,170	$28,086
2023	$177,561	$169,608	$98,060	$7,953
2022	$179,097	$169,564	$160,136	$9,533
2021	$160,172	$131,795	$134,192	$28,377
2020	$210,347	$257,732	$102,025	$-47,385
2019	$305,216	$299,475	$121,886	$5,741