ROTARY CLUB OF RALEIGH FOUNDATION (EIN 581480525) - 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

1914

Legal Domicile

Principal Officer

CAROLINE SUFFERN

Phone

9199615000

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF RALEIGH FOUNDATION, founded in 1914, is a small nonprofit that reported $104K in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 82% operating margin.

Mission

PROMOTE ROTARIAN AND CHARITABLE ACTIVITIES IN RALEIGH, NC

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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 $71,468

Program Service Revenue $0

Investment Income $32,670

Other Revenue $0

TOTAL REVENUE $104,138

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,000

Other Expenses $11,286

TOTAL EXPENSES $18,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,138	$49,756	+1.1%
Expenses	$18,786	$28,807	-0.3%
Net Income	$85,352	$20,949	+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

109

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
TOM PACKER	PAST PRESIDE	1.25	Officer Director	$0	$0	$0
CAROLINE SUFFERN	PRESIDENT	4.00	Officer Director	$0	$0	$0
ELSA SILVERMAN	SECRETARY	0.75	Officer Director	$0	$0	$0
DAVID FORREST	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC LARSEN	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
ERIC JONES	FUNDRAISING	0.25	Director	$0	$0	$0
TOMMY KELAHER	CLUB ADMINIS	1.00	Director	$0	$0	$0
HARRYSON TURNER	MEMBERSHIP C	1.25	Director	$0	$0	$0
RICHARD AVERITTE	SERVICE CHAI	1.50	Director	$0	$0	$0
RICHARD WATKINS	NEW GENERATI	2.00	Director	$0	$0	$0
MARK HACKETT	BOARD MEMBER	0.75	Director	$0	$0	$0
PADDY ROONEY	FOUNDATION C	2.25	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	$104,138	$18,786	$810,616	$85,352
2023	$49,756	$28,807	$662,643	$20,949
2022	$53,295	$41,106	$601,503	$12,189
2021	$79,559	$32,921	$717,557	$46,638
2020	$31,307	$28,076	$552,671	$3,231
2019	$80,006	$52,955	$539,730	$27,051

ROTARY CLUB OF RALEIGH FOUNDATION