THE ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC (EIN 592707408) - 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

1987

Legal Domicile

Principal Officer

GERALD POPPE

Phone

2398411702

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $302K in total revenue in fiscal year 2024. Revenue surged 391% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 53% operating margin.

Mission

CONTRIBUTIONS TO LOCAL 401(C)3 ORGANIZATIONS AND TO VARIOUS ROTARY PROJECTS

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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 $46,931

Program Service Revenue $0

Investment Income $114,693

Other Revenue $140,679

TOTAL REVENUE $302,303

Expense Breakdown

Grants Paid $135,839

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,746

Other Expenses $6,907

TOTAL EXPENSES $142,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,303	$61,585	+3.9%
Expenses	$142,746	$110,833	+0.3%
Net Income	$159,557	$-49,248	-4.2%

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
JACK CHANCELLOR	SECRETARY	N/A	Officer	$0	$0	$0
JACK POHLMAN	DIRECTOR	N/A	Officer	$0	$0	$0
GERALD POPPE	TREASURER	N/A	Officer	$0	$0	$0
GEOFF ROEPSTORFF	PRESIDENT	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
2025	$302,303	$142,746	$991,176	$159,557
2024	$61,585	$110,833	$882,746	$-49,248
2023	$170,953	$89,425	$831,094	$81,528
2022	$107,330	$87,659	$734,326	$19,671
2021	$61,768	$60,541	$815,495	$1,227
2020	$94,316	$134,411	$658,736	$-40,095
2019	$124,387	$134,583	$749,029	$-10,196
2018	$139,606	$102,854	$735,367	$36,752

THE ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC