ROTARY CLUB OF GULFPORT

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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

1921

Legal Domicile

Principal Officer

VICTORIA CLARK

Phone

2282632119

Tax Period

2019-07-01 to 2020-06-30

ROTARY CLUB OF GULFPORT, founded in 1921, is a micro nonprofit that reported $80K in total revenue in fiscal year 2019. Revenue decreased 18% compared to the prior year. Net assets of $378K represent 57 months of operating reserves.

Mission

TO BRING TOGETHER BUSINESS AND PROFESSIONAL LEADERS IN ORDER TO PROVIDE HUMANITATIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND BUILD GOODWILL AND PEACE IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $23,759

ROTARY SCHOLARSHIPS TO 1ST AND 2ND YEAR COLLEGE STUDENTS WHO ARE CHOSEN BY A COMMITTEE FROM A LOCAL HIGH SCHOOL BY USE PRE-APPROVED REQUESTIES

Program 2

Expenses: $1,800

THE ROTARY DICTIONARY PROJECT IS A YEARLY PROJECT WHERE EVERY THIRD GRADER IN THE GULFPORT SCHOOL DISTRICT RECEIVED A DICTIONARY OF THEIR OWN.

Program 3

Expenses: $43,639

COMMUNITY SERVICE AND FUNDS WERE PROVIDED TO ORANIZATIONS SUCH AS BOY SCOUTS, ROTARY INTERNATIONAL, AND INTERACT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $59,282

Program Service Revenue $0

Investment Income $19,298

Other Revenue $1,089

TOTAL REVENUE $79,669

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $0

Fundraising Expenses $133

Program Expenses $69,198

Other Expenses $64,163

TOTAL EXPENSES $82,163

Year-over-Year Comparison

	2019	2018	Change
Revenue	$79,669	$97,594	-0.2%
Expenses	$82,163	$71,575	+0.1%
Net Income	$-2,494	$26,019	-1.1%

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

N/A

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

$6,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS ESTRADE	2ND YEAR DIRECTOR	1.00	Director	$0	$0	$0
JEFF BERTUCCI	2ND YEAR DIRECTOR	1.00	Director	$0	$0	$0
JOHN MADDEN	2ND YEAR DIRECTOR	1.00	Director	$0	$0	$0
DAVID VINCENT	1ST YEAR DIRECTOR	1.00	Director	$0	$0	$0
CINDY LAMB	1ST YEAR DIRECTOR	1.00	Director	$0	$0	$0
GAINES CLEVELAND	1ST YEAR DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ALLEN	PRESIDENT	4.00	Officer	$0	$0	$0
WILL SHURLEY	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
RICH WESTFALL	PAST PRESIDENT	2.00	Officer	$0	$0	$0
NICOLLE ALLEN	SECRETARY	4.00	Officer	$0	$0	$6,500
RUSELL YOUNG	TREASURE	4.00	Officer	$0	$0	$0
SHERRI CARR-BEVIS	VICE PRESIDENT	2.00	Officer	$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
2020	$79,669	$82,163	$378,092	$-2,494
2019	$97,594	$71,575	$415,576	$26,019