BARDSTOWN ROTARY CLUB INC

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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

1979

Legal Domicile

Principal Officer

RAFFO WIMSETT III

Phone

5024601281

Tax Period

2019-07-01 to 2020-06-30

BARDSTOWN ROTARY CLUB INC, founded in 1979, is a micro nonprofit that reported $64K in total revenue in fiscal year 2019. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $73K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE ASSISTANCE TO VARIOUS CHARITABLE ORGANIZATIONS AND INDIVIDUALS IN THE LOCAL COMMUNITY THROUGH CASH CONTRIBUTIONS AND EDUCATIONAL SCHOLARSHIPS.

Program Service Accomplishments

Program 1

Expenses: $40,841

LIST DONATIONS, SCHOLARSHIPS, ETC ARE GIVEN TO EDUCATION, RELATED CHARITIES , FUNCTIONS, 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 (2019)

Revenue Breakdown

Contributions & Grants $30,946

Program Service Revenue $0

Investment Income $806

Other Revenue $32,290

TOTAL REVENUE $64,042

Expense Breakdown

Grants Paid $40,521

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,841

Other Expenses $32,369

TOTAL EXPENSES $72,890

Year-over-Year Comparison

	2019	2018	Change
Revenue	$64,042	$87,171	-0.3%
Expenses	$72,890	$60,884	+0.2%
Net Income	$-8,848	$26,287	-1.3%

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
HOWARD KEENE	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY REED	PROGRAM CHAIR	1.00	Director	$0	$0	$0
RHODIE WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MAYO	DIRECTOR	1.00	Director	$0	$0	$0
CINDY HUTCHINS	BULLETIN DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HITE	FOUNDATION CHAIR	1.00	Director	$0	$0	$0
KENNY FOGLE	PRESIDENT	2.00	Officer	$0	$0	$0
RAFFO WIMSETT III	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
TARA FILIATREAU	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LARA SEDLATSCHEK	SECRETARY	1.00	Officer	$0	$0	$0
RICHARD SMITH	TREASURER	1.00	Officer	$0	$0	$0
JERRY LEAR	SERGEANT OF ARMS	1.00	Officer	$0	$0	$0
BRENT SMITH	IMMEDIATE PAST PRES.	1.00	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
2020	$64,042	$72,890	$80,792	$-8,848
2019	$87,171	$60,884	$89,640	$26,287