ROTARY INTERNATIONAL - CARROLLTON - Form 990 Financial Data

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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

1925

Legal Domicile

Principal Officer

CHRIS WHITE PRESIDENT

Phone

5027326655

Tax Period

2021-07-01 to 2022-06-30

ROTARY INTERNATIONAL - CARROLLTON, founded in 1925, is a micro nonprofit that reported $11K in total revenue in fiscal year 2021. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 109% operating deficit.

Mission

LOCAL ROTARY CLUB - MEETINGS HELD WEEKLY, CIVIC ACTIVITIES, FUNDRAISERS HELD FOR BENEFIT OF LOCAL STUDENTS SEEKING POST SECONDARY EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $11,713

EDUCATION ACTVITIES STUDENT SCHOLARSHIPS 8,857 STUDENT BANQUETS 2,252 TEACHER BANQUEST 604

Program 2

Expenses: $5,763

PAYMENTS TO AFFILIATES DUES TO ROTARY INTERNATIONAL 3,663 ROTARY FOUNDATION 2,100

Program 3

Expenses: $3,859

EDUCATION ACTIVITIES OPERATION PARENT 2,228 CARROLL CO FOOD PANTRY 631 KENTUCKY DISASTER RELIEF 1,000

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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 (2021)

Revenue Breakdown

Contributions & Grants $7,067

Program Service Revenue $0

Investment Income $298

Other Revenue $3,440

TOTAL REVENUE $10,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,565

Other Expenses $22,565

TOTAL EXPENSES $22,565

Year-over-Year Comparison

	2021	2020	Change
Revenue	$10,805	$28,510	-0.6%
Expenses	$22,565	$24,021	-0.1%
Net Income	$-11,760	$4,489	-3.6%

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

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
JAKE THOMPSON	Director	1.00	Director	$0	$0	$0
JEANE SHEPHERD	Director	0.50	Director	$0	$0	$0
SUSAN CARLISLE	Director	0.50	Director	$0	$0	$0
MARK SMITH	Director	0.50	Director	$0	$0	$0
DEBBIE ROBERTS	Vice President	1.00	Officer	$0	$0	$0
CHRISTINA MARSH	Secretary	1.00	Officer	$0	$0	$0
DENNIS RAISOR	Treasurer	1.00	Officer	$0	$0	$0
CHRIS WHITE	President	2.00	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
2022	$10,805	$22,565	$135,890	$-11,760
2021	$28,510	$24,021	$147,650	$4,489

ROTARY INTERNATIONAL - CARROLLTON