COLLEIRVILLE ROTARY FOUNDATION

EIN: 581995075 501(c)(3)

Memphis, TN

Total Revenue
$72,489
Total Expenses
$70,191
Total Assets
$86,049
Net Assets
$86,049
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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
1992
Legal Domicile
TN
Principal Officer
Terry Dean
Phone
9015082216
Tax Period
2023-01-01 to 2023-12-31

COLLEIRVILLE ROTARY FOUNDATION, founded in 1992, is a micro nonprofit that reported $72K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $70K left a modest 3% surplus.

Mission

The Collierville Rotary Foundation is the charitable fiving arm of the Collierville Rotary Club.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $72,489
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $72,489

Expense Breakdown

Grants Paid $59,470
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $11,441
Other Expenses $10,721
TOTAL EXPENSES $70,191

Year-over-Year Comparison

2023 2022 Change
Revenue $72,489 $127,968 -0.4%
Expenses $70,191 $58,147 +0.2%
Net Income $2,298 $69,821 -1.0%
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

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Governance

Voting Members
8
Independent Members
8
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Terry Dean Chairperson 1.00
Officer
$0 $0 $0
Joel Thomas Treasurer 1.00
Officer
$0 $0 $0
Dave Rhylander Secretary 1.00
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
2023 $72,489 $70,191 $86,049 $2,298
2022 $127,968 $58,147 $83,750 $69,821
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