ROTARY INTERNATIONAL DAYTONA BEACH… - Form 990 Financial Data

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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

Phone

3866732622

Tax Period

2019-07-01 to 2020-06-30

ROTARY INTERNATIONAL DAYTONA BEACH ROTARY CLUB, founded in 1921, is a small nonprofit that reported $288K in total revenue in fiscal year 2019. The organization ran a surplus of $181K, a strong 63% operating margin.

Mission

THE DAYTONA BEACH ROTARY CLUB SERVES THE COMMUNITY BY PROVIDING FUNDING TO LOCAL NOT FOR PROFIT ORGANIZATIONS AND PUBLIC SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $33,348

DIRECT CASH CONTRIBUTIONS TO THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

Program 2

Expenses: $15,770

DIRECT CASH CONTRIBUTIONS TO VARIOUS QUALIFIED NON-PROFIT ORGANIZATIONS ORGANIZED UNDER SECTION 501 (C) (3)

Program 3

Expenses: $6,000

DIRECT CASH SCHOLARSHIPS TO QUALIIFYING STUDENTS

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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 (2019)

Revenue Breakdown

Contributions & Grants $195,601

Program Service Revenue $73,518

Investment Income $927

Other Revenue $17,875

TOTAL REVENUE $287,921

Expense Breakdown

Grants Paid $55,118

Salaries & Benefits $4,350

Fundraising Expenses $0

Program Expenses $55,118

Other Expenses $47,642

TOTAL EXPENSES $107,110

Year-over-Year Comparison

	2019	2018	Change
Revenue	$287,921	N/A	N/A
Expenses	$107,110	N/A	N/A
Net Income	$180,811	N/A	N/A

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

N/A

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

$4,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD PATERNITI	Treasurer	5.00	Officer	$4,350	$0	$4,350
KEAN KURTZ	Director	0.00	Director	$0	$0	$0
SCOTT WEIDMAN	Director	0.00	Director	$0	$0	$0
MIKE LEONARD	Director	0.00	Director	$0	$0	$0
NANCY KEEKER	Director	0.00	Director	$0	$0	$0
REV JASON MURBARGER	Director	0.00	Director	$0	$0	$0
ADAM DOVI	Director	0.00	Director	$0	$0	$0
ROSARIA UPCHURCH	Director	0.00	Director	$0	$0	$0
BELLE SCHUMANN	Director	0.00	Director	$0	$0	$0
MEL STACK	Director	0.00	Director	$0	$0	$0
SCOTT BUCKWALD	Director	0.00	Director	$0	$0	$0
TIM CARNAGO	President	10.00	Officer	$0	$0	$0
DJ LEBO	Secretary	2.00	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
2020	$287,921	$107,110	$305,265	$180,811

ROTARY INTERNATIONAL DAYTONA BEACH ROTARY CLUB