ANDALUSIA ROTARY CLUB FOUNDATION (EIN 631220149) - 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

1999

Legal Domicile

Principal Officer

DAVID DARBY

Phone

3342228825

Tax Period

2023-01-01 to 2023-12-31

ANDALUSIA ROTARY CLUB FOUNDATION, founded in 1999, is a micro nonprofit in the Human Services sector that reported $77K in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 37% operating margin.

Mission

TO SUPPORT AND PROVIDE FOR THE CHARITABLE NEEDS OF THE RESIDENTS OF COVINGTON COUNTY, ALABAMA TO INCLUDE HEALTH, EDUCATION, YOUTH, LEADERSHIP AND RECREATIONAL PROGRAMS.

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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 $56,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,606

Other Expenses $65,606

TOTAL EXPENSES $65,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,000	$30,000	+0.9%
Expenses	$65,606	$58,434	+0.1%
Net Income	$-9,606	$-28,434	-0.7%

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
DAVID DARBY	CHAIRMAN	1.00	Officer	$0	$0	$0
CAROLYN GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
BEN BOWDEN	DIRECTOR	1.00	Director	$0	$0	$0
ANNA COPELAND	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE GERLACH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN THOMPSON	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$56,000	$65,606	$702,090	$-9,606
2022	$30,000	$58,434	$711,696	$-28,434
2021	$59,515	$5,543	$740,130	$53,972
2020	$50,994	$50,908	$686,158	$86
2019	$30,332	$60,234	$686,072	$-29,902
2018	$76,655	$48,054	$715,974	$28,601

ANDALUSIA ROTARY CLUB FOUNDATION