JAMES M HULL ROTARY EDUCATIONAL FUN (EIN 586035771) - 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

1988

Legal Domicile

Principal Officer

SHANDA VAUGHN

Phone

7067335742

Tax Period

2022-07-01 to 2023-06-30

JAMES M HULL ROTARY EDUCATIONAL FUN, founded in 1988, is a micro nonprofit in the Community Improvement sector that reported $37K in total revenue in fiscal year 2022. Revenue surged 657% from the prior year, signaling strong growth momentum. Expenses of $53K exceeded revenue, resulting in a 44% operating deficit.

Mission

PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF LOANS OR SCHOLARSHIPS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,600

Program Service Revenue $0

Investment Income $30,034

Other Revenue $0

TOTAL REVENUE $36,634

Expense Breakdown

Grants Paid $42,283

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,810

Other Expenses $10,539

TOTAL EXPENSES $52,822

Year-over-Year Comparison

	2022	2021	Change
Revenue	$36,634	$4,837	+6.6%
Expenses	$52,822	$113,866	-0.5%
Net Income	$-16,188	$-109,029	-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

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
EDDIE BOOTH	OFFICER	N/A	Officer	$0	$0	$0
ASHLEE DUREN	OFFICER	N/A	Officer	$0	$0	$0
CONNIE MELEAR	OFFICER	N/A	Officer	$0	$0	$0
ANNE CATHERINE MURRAY	OFFICER	N/A	Officer	$0	$0	$0
T R REDDY	OFFICER	N/A	Officer	$0	$0	$0
RICHARD ROGERS	OFFICER	N/A	Officer	$0	$0	$0
HASKELL TOPOREK	CHAIRMAN	N/A	Officer	$0	$0	$0
SHANDA VAUGHN	SEC/TREAS	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
2023	$36,634	$52,822	$270,613	$-16,188
2022	$4,837	$113,866	$286,801	$-109,029
2021	$88,158	$44,116	$395,830	$44,042
2020	$15,217	$70,717	$351,788	$-55,500
2019	$21,358	$52,515	$407,288	$-31,157

JAMES M HULL ROTARY EDUCATIONAL FUN