ROTARY INTERNATIONAL JACKSON ROTARY CLUB (EIN 640232836) - Form 990 Financial Analysis & Trantor Score

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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

1914

Legal Domicile

Principal Officer

PAUL BOWERS

Phone

6013528500

Tax Period

2021-07-01 to 2022-06-30

ROTARY INTERNATIONAL JACKSON ROTARY CLUB, founded in 1914, is a small nonprofit that reported $144K in total revenue in fiscal year 2021. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $161K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS, AND HELP BUILD GOODWILL AND PEACE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $59,416

Program Service Revenue $84,492

Investment Income $0

Other Revenue $0

TOTAL REVENUE $143,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,484

Fundraising Expenses $18,261

Program Expenses $109,105

Other Expenses $109,151

TOTAL EXPENSES $160,635

Year-over-Year Comparison

	2021	2020	Change
Revenue	$143,908	$76,283	+0.9%
Expenses	$160,635	$128,594	+0.2%
Net Income	$-16,727	$-52,311	-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

Volunteers

149

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

$43,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB SALLEY	DIRECTOR	1.00	Director	$0	$0	$0
ALASDAIR ROE	DIRECTOR	1.00	Director	$0	$0	$0
JACK BLACKBURN	DIRECTOR	1.00	Director	$0	$0	$0
TINA CLAY	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE GAMMON	DIRECTOR	1.00	Director	$0	$0	$0
HARVEY LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
PENNEY AINSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
TONY WEBB	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD WILBOURN	DIRECTOR	1.00	Director	$0	$0	$0
LEANNE BREWER	DIRECTOR	1.00	Director	$0	$0	$0
LEROY WALKER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE PEPPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERICA REED	SERGEANT-AT-ARMS	1.00	Officer Director	$0	$0	$0
PAUL BOWERS	VICE PRES/PRES ELECT	1.00	Officer Director	$0	$0	$0
SELENA SWARTZFAGER	PRESIDENT ELECT NOMINEE	1.00	Officer Director	$0	$0	$0
PAULA HOLSAPPLE-HOWARD	EXECUTIVE DIRECTOR	40.00	Officer	$43,450	$0	$43,450

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
2022	$143,908	$160,635	$32,988	$-16,727
2021	$76,283	$128,594	$37,905	$-52,311
2020	$136,233	$150,428	$79,530	$-14,195
2019	$167,467	$159,909	$87,838	$7,558

ROTARY INTERNATIONAL JACKSON ROTARY CLUB