Rotary Club of Birmingham (EIN 630179500) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

Charlie Pitts

Phone

2052511995

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Birmingham, founded in 1913, is a small nonprofit in the Human Services sector that reported $846K in total revenue in fiscal year 2017.

Mission

Service to the Community

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $880,152

Investment Income $9,550

Other Revenue $0

TOTAL REVENUE $889,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $302,891

Fundraising Expenses $0

Program Expenses $834,341

Other Expenses $647,913

TOTAL EXPENSES $950,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$889,702	$870,998	+0.0%
Expenses	$950,804	$759,384	+0.3%
Net Income	$-61,102	$111,614	-1.5%

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
Molly Clinton	Director at Large	2.00	Director	$0	$0	$0
Danny Markstein	Director at Large	2.00	Director	$0	$0	$0
Cindy Martin	Director at Large	2.00	Director	$0	$0	$0
Jim Miller	Director at Large	2.00	Director	$0	$0	$0
Mashonda Taylor	Director at Large	2.00	Director	$0	$0	$0
Nick Willis	Director at Large	2.00	Director	$0	$0	$0
Gordon Martin	President	3.00	Officer	$0	$0	$0
Bruce Rogers	President Elect	2.00	Officer	$0	$0	$0
Amy Allen	Secretary	2.00	Officer	$0	$0	$0
William Dow	Treasurer	2.00	Officer	$0	$0	$0
Jim Park	Sergeant-at-Arms	2.00	Officer	$0	$0	$0
Kennon Walthall	VP, Club Service	0.50	Officer	$0	$0	$0
Brandon Wilson	VP, Communications	1.50	Officer	$0	$0	$0
Libby Lassiter	VP, Community Service	1.50	Officer	$0	$0	$0
Derek Conrad Brown	VP, Programs	4.00	Officer	$0	$0	$0
Allen Kilgore	VP, International Service	3.00	Officer	$0	$0	$0
Alesia Jones	VP, Vocational Service	3.00	Officer	$0	$0	$0
Lora Terry Blalock	VP, New Generations	0.50	Officer	$0	$0	$0
Chuck Redden	Chairman	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
2025	No data	No data	No data	No data
2024	$889,702	$950,804	$444,965	$-61,102
2023	$870,998	$866,252	$538,266	$4,746
2022	$850,347	$848,695	$413,659	$1,652
2021	$881,253	$828,500	$471,394	$52,753
2020	$866,926	$801,630	$319,604	$65,296
2019	$859,070	$909,291	$337,620	$-50,221
2018	$846,140	$846,783	$302,499	$-643

Rotary Club of Birmingham