Rotary Club of Birmingham Foundation (EIN 630960032) - 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

1986

Legal Domicile

Principal Officer

Denise Moore

Phone

2052511995

Tax Period

2022-07-01 to 2023-06-30

Rotary Club of Birmingham Foundation, founded in 1986, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $79K in total revenue in fiscal year 2017. Revenue surged 276% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 77% operating margin.

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 (2022)

Revenue Breakdown

Contributions & Grants $260,919

Program Service Revenue $0

Investment Income $183

Other Revenue $146,904

TOTAL REVENUE $408,006

Expense Breakdown

Grants Paid $56,296

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,016

Other Expenses $190,720

TOTAL EXPENSES $247,016

Year-over-Year Comparison

	2022	2021	Change
Revenue	$408,006	$28,040	+13.6%
Expenses	$247,016	$344,016	-0.3%
Net Income	$160,990	$-315,976	-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

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
Lee Weathers	Chairman	1.00	Officer Director	$0	$0	$0
Denise Moore	Treasurer	1.00	Officer Director	$0	$0	$0
Leslie Carlisle	Director	0.50	Director	$0	$0	$0
Charlie Collat	Director	0.50	Director	$0	$0	$0
Bing Edwards	Director	0.50	Director	$0	$0	$0
Jim Hughey	Director	0.50	Director	$0	$0	$0
Eric Jack	Director	0.50	Director	$0	$0	$0
Alesia Jones	Director	0.50	Director	$0	$0	$0
Emmett McLean	Director	0.50	Director	$0	$0	$0
Jenny Nunnelley	Director	0.50	Director	$0	$0	$0
Hatton Smith	Director	0.50	Director	$0	$0	$0
Tommy Smith	Director	1.00	Director	$0	$0	$0
Kennon Walthall	Director	0.50	Director	$0	$0	$0
Chuck Redden	Director	0.50	Director	$0	$0	$0
William Dow	Director	0.50	Director	$0	$0	$0
Erin Stephenson	Director	0.50	Director	$0	$0	$0
Dan Stephens	Secretary	2.00	Officer Director	$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	No data	No data	No data	No data
2023	$408,006	$247,016	$2,546,697	$160,990
2022	$28,040	$344,016	$2,352,011	$-315,976
2021	$558,756	$175,788	$2,523,706	$382,968
2020	$380,524	$73,320	$2,144,198	$307,204
2019	$87,743	$53,887	$1,981,559	$33,856
2018	$78,751	$18,141	$1,991,847	$60,610

Rotary Club of Birmingham Foundation