ROTARY CLUB OF FLAGLER COUNTY FOUNDATION INC (EIN 597136773) - 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

1997

Legal Domicile

Principal Officer

JEANETTE LOFTUS

Phone

3864454997

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF FLAGLER COUNTY FOUNDATION INC, founded in 1997, is a micro nonprofit in the Community Improvement sector that reported $34K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $39K exceeded revenue, resulting in a 16% operating deficit.

Mission

EDUCATIONAL, YOUTH, AND COMMUNITY SERVICE

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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 $1,692

Program Service Revenue $0

Investment Income $1,669

Other Revenue $30,557

TOTAL REVENUE $33,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,482

Other Expenses $39,482

TOTAL EXPENSES $39,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,918	$40,337	-0.2%
Expenses	$39,482	$41,997	-0.1%
Net Income	$-5,564	$-1,660	+2.4%

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
JIM CALLENDER	TRUSTEE	N/A	Director	$0	$0	$0
BILL LYON	TRUSTEE	N/A	Director	$0	$0	$0
MARALEE WALSH-MCDANIEL	TRUSTEE	N/A	Director	$0	$0	$0
MICHELLE BARTLOME	VICE PRESIDE	N/A	Officer	$0	$0	$0
JEANETTE LOFTUS	PRESIDENT	N/A	Officer	$0	$0	$0
JEANETTE LOFTUS	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	$33,918	$39,482	$102,372	$-5,564
2024	$40,337	$41,997	$116,546	$-1,660
2019	$31,710	$49,383	$76,781	$-17,673
2018	$25,880	$49,112	$80,079	$-23,232

ROTARY CLUB OF FLAGLER COUNTY FOUNDATION INC