MEMPHIS ROTARY CLUB (EIN 620344795) - 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

1914

Legal Domicile

Principal Officer

CHUCK THOMAS

Phone

9015261318

Tax Period

2024-07-01 to 2025-06-30

MEMPHIS ROTARY CLUB, founded in 1914, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $115K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO ENCOURAGE IDEAL OF 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 $75,240

Program Service Revenue $0

Investment Income $0

Other Revenue $1,268

TOTAL REVENUE $76,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,632

Fundraising Expenses $0

Program Expenses $88,992

Other Expenses $85,990

TOTAL EXPENSES $114,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,508	$114,915	-0.3%
Expenses	$114,622	$116,641	0.0%
Net Income	$-38,114	$-1,726	+21.1%

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
BRETT BATTERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY BETH DUDLEY	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
STAN BELL	SECRETARY	1.00	Officer Director	$0	$0	$0
NED CANTY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LEA CARR	PRESIDENT-ELECT NOMINEE	1.00	Officer Director	$0	$0	$0
MARIA POPA	ASST TREASURER	1.00	Officer Director	$0	$0	$0
ROB SHURLEY	SGT AT ARMS	1.00	Officer Director	$0	$0	$0
CHUCK THOMAS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
JOY BOWEN	DIRECTOR	1.00	Director	$0	$0	$0
TONY GNINTEDEM	DIRECTOR	1.00	Director	$0	$0	$0
ROD LOGGINS	TREASURER	1.00	Director	$0	$0	$0
AL DA SILVA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DUDAS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MEALER	DIRECTOR	1.00	Director	$0	$0	$0
ANNA PALAZOLA	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR HUGHES	EXECUTIVE DIRECTOR	10.00	Highest	$24,109	$0	$96,436

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	$76,508	$114,622	$211,421	$-38,114
2024	$114,915	$116,641	$197,667	$-1,726
2023	$194,511	$121,215	$175,190	$73,296
2022	$177,441	$158,587	$86,698	$18,854
2021	$133,419	$109,328	$64,070	$24,091
2020	$235,296	$233,106	$45,327	$2,190
2019	$218,330	$312,357	$25,290	$-94,027
2018	$235,698	$287,386	$69,244	$-51,688

MEMPHIS ROTARY CLUB