ROTARY INTERNATIONAL ALBERTVILLE (EIN 636053134) - 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

2004

Legal Domicile

Principal Officer

RHONDA OSBORNE

Phone

2568911100

Tax Period

2018-07-01 to 2019-06-30

ROTARY INTERNATIONAL ALBERTVILLE, founded in 2004, is a small nonprofit that reported $110K in total revenue in fiscal year 2017. Expenses of $105K left a modest 5% surplus.

Mission

THE PURPOSE OF ROTARY INTERNATIONAL ALBERTVILLE IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $69,070

Program Service Revenue $0

Investment Income $0

Other Revenue $29,256

TOTAL REVENUE $98,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,624

Other Expenses $83,295

TOTAL EXPENSES $83,295

Year-over-Year Comparison

	2018	2017	Change
Revenue	$98,326	$109,537	-0.1%
Expenses	$83,295	$104,557	-0.2%
Net Income	$15,031	$4,980	+2.0%

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	Role	Reportable Comp	Other Comp	Total
MATTHEW PANKEY	TREASURER	Officer Director	$0	$0	$0
NATHAN PATTERSON	PAST PRESIDENT	Officer Director	$0	$0	$0
AUSTIN KENNEDY	PRESIDENT ELECT	Officer Director	$0	$0	$0
DR TIM NICHOLS	INTERNATIONAL SERVICE	Officer Director	$0	$0	$0
RHONDA OSBORNE	PRESIDENT	Officer Director	$0	$0	$0
JIMMY CARNES	COMMUNITY SERVICE	Officer Director	$0	$0	$0
TYANN ROSSUCK	SECRETARY	Officer Director	$0	$0	$0
JIM GENTRY	SERGEANT AT ARMS	Officer Director	$0	$0	$0
MELISSA DEASON	YOUTH SERVICE - CO-DIRECTOR	Officer Director	$0	$0	$0
MIKE BELYEU	VOCATIONAL SERVICE	Officer Director	$0	$0	$0
THOMAS WHITTEN	FOUNDATION DIRECTOR	Officer Director	$0	$0	$0
ANNA SMITH	YOUTH SERVICE - CO-DIRECTOR	Officer Director	$0	$0	$0
THOMAS MOORE	CLUB SERVICE DIRECTOR	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
2019	$98,326	$83,295	$60,899	$15,031
2018	$109,537	$104,557	$45,868	$4,980

ROTARY INTERNATIONAL ALBERTVILLE