MEMPHIS ROTARY FOUNDATION (EIN 626096310) - 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

1982

Legal Domicile

Principal Officer

CHUCK THOMAS

Phone

9015261318

Tax Period

2024-07-01 to 2025-06-30

MEMPHIS ROTARY FOUNDATION, founded in 1982, is a micro nonprofit that reported $64K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $146K exceeded revenue, resulting in a 129% operating deficit.

Mission

FUNDING FOR PHILANTHROPIC & COMMUNITY BETTERMENT PROJECTS

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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 $28,915

Program Service Revenue $0

Investment Income $35,341

Other Revenue $-522

TOTAL REVENUE $63,734

Expense Breakdown

Grants Paid $8,298

Salaries & Benefits $85,899

Fundraising Expenses $0

Program Expenses $109,650

Other Expenses $51,931

TOTAL EXPENSES $146,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,734	$77,122	-0.2%
Expenses	$146,128	$155,157	-0.1%
Net Income	$-82,394	$-78,035	+0.1%

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

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
ROD LOGGINS	TREASURER	0.00	Officer Director	$0	$0	$0
BRETT BATTERSON	PRESIDENT	0.00	Officer Director	$0	$0	$0
LEA CARR	PRESIDENT ELECT NOMINEE	0.00	Officer Director	$0	$0	$0
NED CANTY	VICE PRESIDENT	N/A	Officer Director	$0	$0	$0
MARIA POPA	ASSISTANT TREASURER	0.00	Officer Director	$0	$0	$0
CHUCK THOMAS	PRESIDENT-ELECT	0.00	Officer Director	$0	$0	$0
AMY BETH DUDLEY	IMMEDIATE PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
STAN BELL	SECRETARY	0.00	Officer Director	$0	$0	$0
TONY GNINTEDEM	DIRECTOR	0.00	Director	$0	$0	$0
SHAWN MASSEY	DIRECTOR	0.00	Director	$0	$0	$0
JIM GILLILAND JR	DIRECTOR	0.00	Director	$0	$0	$0
JOHN ELKINGTON	DIRECTOR	0.00	Director	$0	$0	$0
TAYLOR HUGHES	EXECUTIVE DIRECTOR	30.00	Highest	$72,327	$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	$63,734	$146,128	$638,678	$-82,394
2024	$77,122	$155,157	$707,567	$-78,035
2023	$18,768	$133,504	$754,041	$-114,736
2022	$99,535	$116,494	$811,264	$-16,959
2021	$76,544	$122,578	$973,064	$-46,034
2020	$69,419	$70,524	$863,263	$-1,105
2019	$120,476	$80,373	$931,867	$40,103
2018	$93,766	$97,854	$931,343	$-4,088

MEMPHIS ROTARY FOUNDATION