BRENTWOOD ROTARY CLUB CHARITABLE F… - 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

1996

Legal Domicile

Principal Officer

LINAS SUDZIUS

Phone

6157601557

Tax Period

2024-07-01 to 2025-06-30

BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $188K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $281K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO PERFORM AND SUPPORT CHARITABLE ACTIVITIES PROMOTING WELFARE IN THE BRENTWOOD, TENNESSEE AREA AND INTERNATIONALLY.

Program Service Accomplishments

Program 1

Expenses: $60,500 Revenue: $23,293

PANCAKE DAY PROCEEDS AND MEMBER FOUNDATION DRIVE BENEFITTING LOCAL AREA SCHOOLS AND SCHOLARSHIP RECIPIENTS AND OTHER LOCAL CHARITABLE ORGANIZATIONS.

Program 2

Expenses: $154,064 Revenue: $136,160

BRENTWOOD ROTARY GOLF CLASSIC BENEFITTING LOCAL CHARITIES AND OTHER ROTARY PARTNERS.

Program 3

Expenses: $13,795 Revenue: $28,110

UPGRADE TO PAVILLION AT GRANNY WHITE PARK, BRENTWOOD, TN

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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 $91,392

Program Service Revenue $0

Investment Income $7,286

Other Revenue $88,885

TOTAL REVENUE $187,563

Expense Breakdown

Grants Paid $228,359

Salaries & Benefits $0

Fundraising Expenses $47,275

Program Expenses $228,359

Other Expenses $52,756

TOTAL EXPENSES $281,115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,563	$200,928	-0.1%
Expenses	$281,115	$146,274	+0.9%
Net Income	$-93,552	$54,654	-2.7%

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
MICHAEL KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE HUFF	TRUSTEE	1.00	Director	$0	$0	$0
LARRY FOUST	TRUSTEE	1.00	Director	$0	$0	$0
LEIGH WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
JANE COVINGTON	TRUSTEE	1.00	Director	$0	$0	$0
LAURA TROUP	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SHEPARD	TRUSTEE	1.00	Director	$0	$0	$0
LINAS SUDZIUS	PRESIDENT	3.00	Officer	$0	$0	$0
MARIE SWINFORD	TREASURER	3.00	Officer	$0	$0	$0
DREW RODGERS	IMMEDIATE PAST PRESIDENT	3.00	Officer	$0	$0	$0
STEVE HAMMERS	CHAIR	3.00	Officer	$0	$0	$0
JENNIFER BOURNE	SECRETARY	3.00	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
2025	$187,563	$281,115	$312,916	$-93,552
2024	$200,928	$146,274	$378,472	$54,654
2023	$149,683	$184,542	$367,819	$-34,859
2022	$786,964	$766,752	$400,028	$20,212
2021	$176,190	$91,562	$418,566	$84,628

BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION