ROTARY INT - ROTARY CLUB OF BATON ROUGE (EIN 720367165) - 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

1983

Legal Domicile

Principal Officer

SHERRY MCBEATH

Phone

2259229940

Tax Period

2022-07-01 to 2023-06-30

ROTARY INT - ROTARY CLUB OF BATON ROUGE, founded in 1983, is a small nonprofit that reported $624K in total revenue in fiscal year 2022.

Mission

THE MAIN OBJECTIVE OF ROTARY IS SERVICE IN THE COMMUNITY, THE WORKPLACE, AND THROUGHOUT THE WORLD. ROTARIANS FOSTER AND ENCOURAGE THE IDEAL OF "SERVICE ABOVE SELF" THROUGH THE BETTERMENT OF BUSINESS AND PROFESSIONAL ETHICS, PROMOTE INTERNATIONAL UNDERSTANDING AND GOODWILL, AND PROVIDE HUMANITARIAN SERVICE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $183,949

Program Service Revenue $410,276

Investment Income $0

Other Revenue $29,835

TOTAL REVENUE $624,060

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $169,482

Fundraising Expenses $0

Program Expenses $461,870

Other Expenses $443,146

TOTAL EXPENSES $615,628

Year-over-Year Comparison

	2022	2021	Change
Revenue	$624,060	$608,075	+0.0%
Expenses	$615,628	$484,902	+0.3%
Net Income	$8,432	$123,173	-0.9%

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

450

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

$93,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN EAST NELSON	SECRETARY	1.00	Officer Director	$0	$0	$0
NEAL D FORTENBERRY	SERGEANT AT ARMS	1.00	Director	$0	$0	$0
ADONICA PELICHET DUGGAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY G ERLINGSON	DIRECTOR	1.00	Director	$0	$0	$0
TODD G SCHEXNAYDER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL M PATIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
AUGUSTIN A RICHARD III	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLI BONDY TROUTMAN	DIRECTOR	1.00	Director	$0	$0	$0
C CAMMACK MORTON	DIRECTOR	1.00	Director	$0	$0	$0
WESLEY M ULRICH	TREASURER	1.00	Officer Director	$0	$0	$0
JAN SANGUINETTI ROSS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TIPTON	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY A WOOD JR	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
SHERRY MCBEATH	EXECUTIVE DIRECTOR	40.00	Officer	$83,933	$9,342	$93,275

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	No data	No data	No data	No data
2023	$624,060	$615,628	$573,471	$8,432
2022	$608,075	$484,902	$571,358	$123,173
2021	$250,447	$284,247	$437,409	$-33,800
2020	$500,121	$563,224	$554,140	$-63,103
2019	$667,535	$674,807	$510,190	$-7,272

ROTARY INT - ROTARY CLUB OF BATON ROUGE