ROTARY CLUB OF JACKSONVILLE FLORIDA FOUNDATION INC (EIN 596139932) - 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

1964

Legal Domicile

Principal Officer

JEANIE M TARAS

Phone

9043536789

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF JACKSONVILLE FLORIDA FOUNDATION INC, founded in 1964, is a small nonprofit that reported $134K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $199K exceeded revenue, resulting in a 48% operating deficit.

Mission

TO PROVIDE BENEFITS AND SUPPORT TO THOSE IN NEED.

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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 $130,831

Program Service Revenue $0

Investment Income $3,328

Other Revenue $0

TOTAL REVENUE $134,159

Expense Breakdown

Grants Paid $192,983

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,983

Other Expenses $6,019

TOTAL EXPENSES $199,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,159	$261,664	-0.5%
Expenses	$199,002	$171,983	+0.2%
Net Income	$-64,843	$89,681	-1.7%

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
RUSSELL G CREIGHTON	TREASURER	1.00	Officer Director	$0	$0	$0
GREGORY HARPER JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD MCCARTHY	RC JAX PED	1.00	Director	$0	$0	$0
SEAN MULHOLLAND	RC JAX PRES	1.00	Director	$0	$0	$0
CHERRI COOMBS OHMER	EXECUTIVE SE	2.00	Director	$0	$0	$0
D KENT SAUSAMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEANIE M TARAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD WANAMAKER	RC JAX PRESI	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	$134,159	$199,002	$244,941	$-64,843
2024	$261,664	$171,983	$309,784	$89,681
2023	$49,725	$278,374	$241,034	$-228,649
2022	$252,796	$157,654	$212,159	$95,142
2021	$172,003	$169,909	$117,543	$2,094
2020	$84,938	$56,500	$115,449	$28,438
2019	$74,770	$73,217	$87,012	$1,553

ROTARY CLUB OF JACKSONVILLE FLORIDA FOUNDATION INC