Rotary Club of St Charles Parish (EIN 720894579) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Brian Reulet

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of St Charles Parish, founded in 1979, is a small nonprofit that reported $184K in total revenue in fiscal year 2023. Expenses of $212K exceeded revenue, resulting in a 15% operating deficit.

Mission

Community service - Alligator Festival activities - Income used to fund donations to local charities. Expenses are for food, merchandise, and services sold. Labor is donated.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $69,989

Program Service Revenue $1,182

Investment Income $0

Other Revenue $113,267

TOTAL REVENUE $184,438

Expense Breakdown

Grants Paid $144,123

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,307

Other Expenses $67,393

TOTAL EXPENSES $211,516

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,438	$192,818	0.0%
Expenses	$211,516	$96,396	+1.2%
Net Income	$-27,078	$96,422	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

164

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
Randy Matherne	President	003.00	Director	$0	$0	$0
Charlie Chauvin	President Elect	003.00	Director	$0	$0	$0
David Woolf	Secretary	003.00	Director	$0	$0	$0
Kim Babineaux	Treasurer	003.00	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	$184,438	$211,516	$154,443	$-27,078
2023	$192,818	$96,396	$181,113	$96,422
2022	$48,586	$54,236	$84,691	$-5,650
2021	$96,760	$109,425	$90,341	$-12,665

Rotary Club of St Charles Parish