THE ROTARY CLUB OF TAMPA FOUNDATION INC (EIN 592445906) - 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

1985

Legal Domicile

Principal Officer

GRANT MARTIN

Phone

8132233394

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY CLUB OF TAMPA FOUNDATION INC, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $156K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $45K, a strong 29% operating margin.

Mission

THE ORGANIZATION PROVIDES MONETARY AND OTHER SUPPORT TO LOCAL CHARITIES AND INDIVIDUALS.

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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 $129,325

Program Service Revenue $0

Investment Income $55,441

Other Revenue $-28,778

TOTAL REVENUE $155,988

Expense Breakdown

Grants Paid $101,162

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,053

Other Expenses $10,122

TOTAL EXPENSES $111,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,988	$141,259	+0.1%
Expenses	$111,284	$94,433	+0.2%
Net Income	$44,704	$46,826	0.0%

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

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
GRANT MARTIN	PRESIDENT	8.00	Officer Director	$0	$0	$0
RICHARD HATCHER	TREASURER	4.00	Officer Director	$0	$0	$0
JJ WEHLE	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY VICKMAN	SENIOR ADVIS	1.00	Director	$0	$0	$0
PATRICC PETTI	TRUSTEE	1.00	Director	$0	$0	$0
JEFF LOCKER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE FLORES	TRUSTEE	1.00	Director	$0	$0	$0
ASIF HAKEEM	TRUSTEE	1.00	Director	$0	$0	$0
MARTIN SHINE	TRUSTEE	1.00	Director	$0	$0	$0
FILIBERTO VALERO	TRUSTEE	1.00	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	$155,988	$111,284	$2,279,843	$44,704
2024	$141,259	$94,433	$2,094,403	$46,826
2023	$915,081	$111,045	$1,941,336	$804,036
2022	$116,465	$129,454	$1,063,103	$-12,989
2021	$119,869	$95,361	$1,231,823	$24,508
2018	$84,002	$69,975	$937,525	$14,027

THE ROTARY CLUB OF TAMPA FOUNDATION INC