HICKORY ROTARY CLUB (EIN 581384040) - 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

1921

Legal Domicile

Principal Officer

JILL PATTON

Phone

8283229300

Tax Period

2024-07-01 to 2025-06-30

HICKORY ROTARY CLUB, founded in 1921, is a small nonprofit that reported $126K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $289K represent 27 months of operating reserves.

Mission

PRIMARY SERVICE AVENUE IS EDUCATION

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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 $93,918

Program Service Revenue $31,651

Investment Income $702

Other Revenue $0

TOTAL REVENUE $126,271

Expense Breakdown

Grants Paid $34,680

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,885

Other Expenses $95,498

TOTAL EXPENSES $130,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,271	$98,237	+0.3%
Expenses	$130,178	$137,613	-0.1%
Net Income	$-3,907	$-39,376	-0.9%

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
LORI ALALA	MEMBERSHIP C	N/A	Officer	$0	$0	$0
CHARLES AMANN	DIRECTOR	N/A	Officer	$0	$0	$0
ROBERT AUTEN	PRESIDENT	N/A	Officer	$0	$0	$0
RICHARD BARNHARDT	SECRETARY	N/A	Officer	$0	$0	$0
TARA BLAND	SOCIAL CHAIR	N/A	Officer	$0	$0	$0
TINA DAO	FUND RAISING	N/A	Officer	$0	$0	$0
BONITA FERRETTI	SECRETARY	N/A	Officer	$0	$0	$0
JOHN HALL	FOUNDATION C	N/A	Officer	$0	$0	$0
TARA HICKS	YOUTH CHAIR	N/A	Officer	$0	$0	$0
MARJORIE PITTS HILDEBRAND	PRESIDENT-EL	N/A	Officer	$0	$0	$0
KRISTINE HUTTON	TREASURER	N/A	Officer	$0	$0	$0
CLAUDE ABERNETHY III	SCHOLARSHIP	N/A	Officer	$0	$0	$0
WALTER MOONE III	CLUB ADMIN C	N/A	Officer	$0	$0	$0
DAVID LEONETTI	SOCIAL CHAIR	N/A	Officer	$0	$0	$0
DOUGLAS LOCASCIO	CLUB DIRECTO	N/A	Officer	$0	$0	$0
LYNN LOEHR	TREASURER	N/A	Officer	$0	$0	$0
LINDA LONG	DIRECTOR	N/A	Officer	$0	$0	$0
DAVID MOORE	DIRECTOR	N/A	Officer	$0	$0	$0
JULIE PACKER	DIRECTOR	N/A	Officer	$0	$0	$0
JILL PATTON	TREASURER	N/A	Officer	$0	$0	$0
ERNEST SILLS	CLUB POLIOPL	N/A	Officer	$0	$0	$0
DEATON SMITH	WEBMASTER	N/A	Officer	$0	$0	$0
SUSAN SMITH	COMMUNITY SE	N/A	Officer	$0	$0	$0
BRANDON WEILAND	DIRECTOR	N/A	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	$126,271	$130,178	$288,502	$-3,907
2024	$98,237	$137,613	$292,119	$-39,376
2023	$43,530	$28,645	$24,484	$14,885
2022	$28,219	$27,339	$9,599	$880
2021	$29,587	$29,347	$9,102	$240
2020	$35,934	$44,206	$8,729	$-8,272
2019	$41,983	$47,730	$17,662	$-5,747

HICKORY ROTARY CLUB