CULLMAN ROTARY CLUB

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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

1937

Legal Domicile

Principal Officer

FRANCENE VAN SAMBEEK

Phone

2563380432

Tax Period

2023-07-01 to 2024-06-30

CULLMAN ROTARY CLUB, founded in 1937, is a small nonprofit that reported $116K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $21K, a strong 18% operating margin.

Mission

TO CREATE AND PROMOTE OPPORTUNITIES FOR SERVICE.

Program Service Accomplishments

Program 1

Expenses: $41,326

TO CREATE AND PROMOTE VARIOUS OPPORTUNITIES FOR SERVICE THROUGH PROVIDING SCHOLARSHIPS, GRANTS, AND OTHER ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $67,182

Program Service Revenue $0

Investment Income $0

Other Revenue $48,535

TOTAL REVENUE $115,717

Expense Breakdown

Grants Paid $41,326

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,326

Other Expenses $53,462

TOTAL EXPENSES $94,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,717	$101,425	+0.1%
Expenses	$94,788	$141,247	-0.3%
Net Income	$20,929	$-39,822	-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
TODD ADKISON	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
WADE BENTLEY	CHAIRPERSON	1.00	Director	$0	$0	$0
MELISSA BETTS	CHAIRPERSON	1.00	Director	$0	$0	$0
TESHA BREWER	CHAIRPERSON	1.00	Director	$0	$0	$0
FRANCES COOPER	CHAIRPERSON	1.00	Director	$0	$0	$0
BOB HAIN	CHAIRPERSON	2.00	Director	$0	$0	$0
ELI HOWARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL KNETTER	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
MIKE KRASSICK	CHAIRPERSON	2.00	Director	$0	$0	$0
RICKEY KREPS	SERGEANT-AT-	1.00	Director	$0	$0	$0
AMBER LAMOTE	CHAIRPERSON	1.00	Director	$0	$0	$0
FRANCENE VAN SAMBEEK	EXECUTIVE SE	3.00	Officer Director	$0	$0	$0
JOSH SHADDIX	TREASURER	1.00	Officer Director	$0	$0	$0
MADDIE SHUGARTS	CHAIRPERSON	1.00	Director	$0	$0	$0
MARIA STANFORD	SECRETARY	1.00	Officer Director	$0	$0	$0
TACK TACKETT	CHAIRPERSON	1.00	Director	$0	$0	$0
JIM WRIGHT	CHAIRPERSON	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
2025	No data	No data	No data	No data
2024	$115,717	$94,788	$142,094	$20,929
2023	$101,425	$141,247	$118,914	$-39,822
2022	$109,854	$86,399	$159,573	$23,455
2021	$88,359	$103,780	$131,003	$-15,421