BRANDON ROTARY CLUB CHARITY FUND

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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

1995

Legal Domicile

Principal Officer

ROGER RIVARD

Phone

8136897153

Tax Period

2024-07-01 to 2025-06-30

BRANDON ROTARY CLUB CHARITY FUND, founded in 1995, is a small nonprofit in the Education sector that reported $412K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 17% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO COLLECT, MANAGE, INVEST AND DISBURSE ALL DONATIONS AND FUNDS RAISED BY THE CLUB FOR ITS CHARITABLE PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $183,900

FUNDRAISING EVENTS TO RAISE MONEY TO CONTRIBUTE TO LOCAL CHARITIES IN THE BRANDON, FLORIDA AREA.

Program 2

Expenses: $126,197

COMMERCIAL RENTAL PROVIDING MEETING SPACE PRIMARILY FOR OTHER LOCAL CHARITIES

Program 3

Expenses: $26,500

SCHOLARSHIP FUNDS PROVIDED TO LOCAL HIGH SCHOOL STUDENTS THAT WILL BE ATTENDING COLLEGE

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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 $94,304

Program Service Revenue $298,510

Investment Income $18,705

Other Revenue $0

TOTAL REVENUE $411,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $336,597

Other Expenses $343,069

TOTAL EXPENSES $343,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$411,519	$282,413	+0.5%
Expenses	$343,069	$294,304	+0.2%
Net Income	$68,450	$-11,891	-6.8%

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
DERRELL CURRY	DIRECTOR	N/A	Director	$0	$0	$0
JEFFREY REYNOLDS	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN THOMASON	SECRETARY	N/A	Director	$0	$0	$0
TODD ALLEN	DIRECTOR	N/A	Officer	$0	$0	$0
JOE CAMPOAMOR	PRESIDENT	N/A	Officer	$0	$0	$0
SCOTT CARTER	DIRECTOR	N/A	Officer	$0	$0	$0
ROGER RIVARD	TREASURER	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	$411,519	$343,069	$1,160,880	$68,450
2024	$282,413	$294,304	$1,157,280	$-11,891
2023	$342,328	$273,004	$1,181,849	$69,324
2022	$202,469	$207,459	$1,194,942	$-4,990