Rotary International Club of Atlanta (EIN 580412250) - 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

1905

Legal Domicile

Phone

4043764684

Tax Period

2024-07-01 to 2025-06-30

Rotary International Club of Atlanta, founded in 1905, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $272K, a strong 24% operating margin.

Mission

The Rotary Club of Atlanta promotes the advancement of international understanding, goodwill, and peace throughout a world fellowship of business and professional persons united in the idea of service.

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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 $784,400

Program Service Revenue $355,197

Investment Income $4

Other Revenue $0

TOTAL REVENUE $1,139,601

Expense Breakdown

Grants Paid $220,135

Salaries & Benefits $309,837

Fundraising Expenses $80,319

Program Expenses $696,178

Other Expenses $337,918

TOTAL EXPENSES $867,890

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,139,601	$1,129,109	+0.0%
Expenses	$867,890	$894,827	0.0%
Net Income	$271,711	$234,282	+0.2%

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

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

$193,720

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adrian Cronje	President	10.0	Officer Director	$0	$0	$0
Baha Zeidan	Sergeant-At-Arms	1.0	Officer Director	$0	$0	$0
Beth Lowry	VP Community/Vocational Service	1.0	Officer Director	$0	$0	$0
Jennifer Dorian	VP Club Service	1.0	Officer Director	$0	$0	$0
John Lucht	Treasurer	2.0	Officer Director	$0	$0	$0
John Yates	Chair	2.0	Officer Director	$0	$0	$0
Julia Houston	Secretary	1.0	Officer Director	$0	$0	$0
Kathy Waller	President Elect	5.0	Officer Director	$0	$0	$0
Stephanie Stuckey	VP International/District Service	1.0	Officer Director	$0	$0	$0
Billy Levine	Director	1.0	Director	$0	$0	$0
Cannon Carr	President's Choice	1.0	Director	$0	$0	$0
Dan Gordon	Director	1.0	Director	$0	$0	$0
David Roemer	Director, Program chair	1.0	Director	$0	$0	$0
Larry Williams	Director	1.0	Director	$0	$0	$0
Pat Upshaw-Monteith	Director	1.0	Director	$0	$0	$0
PJ Bain	Director	1.0	Director	$0	$0	$0
Sharon Gay	Director, Membership chair	1.0	Director	$0	$0	$0
Wonya Lucas	Director	1.0	Director	$0	$0	$0
Gina Simpson	Executive Director	50.0	Officer	$193,720	$0	$193,720

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	$1,139,601	$867,890	$1,382,828	$271,711
2024	$1,129,109	$894,827	$1,177,754	$234,282
2023	$1,026,368	$1,114,538	$979,852	$-88,170
2022	$1,045,237	$847,157	$1,084,375	$198,080
2021	$604,452	$485,207	$761,357	$119,245
2020	$751,400	$630,876	$505,597	$120,524

Rotary International Club of Atlanta