ROTARY CLUB OF BATON ROUGE FOUNDATION (EIN 721123430) - 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

1987

Legal Domicile

Principal Officer

SHERRY MCBEATH

Phone

2259229940

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BATON ROUGE FOUNDATION, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $213K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $189K left a modest 11% surplus.

Mission

THE ROTARY CLUB OF BATON ROUGE FOUNDATION'S PRIMARY PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO NONPROFIT ORGANIZATIONS WHICH WORK TO FULFILL OUR VISION FOR CHILDREN IN THE EAST BATON ROUGE AREA.

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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 $154,927

Program Service Revenue $0

Investment Income $58,395

Other Revenue $0

TOTAL REVENUE $213,322

Expense Breakdown

Grants Paid $147,882

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,227

Other Expenses $41,027

TOTAL EXPENSES $188,909

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,322	$166,275	+0.3%
Expenses	$188,909	$157,565	+0.2%
Net Income	$24,413	$8,710	+1.8%

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

470

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
GEORGE TRIPPE HAWTHORNE	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
GERRI HOBDY	TRUSTEE	0.25	Director	$0	$0	$0
NORISHA KIRTS GLOVER	VICE CHAIR	0.25	Officer Director	$0	$0	$0
DAVID WARREN LACOUR	TRUSTEE	0.25	Director	$0	$0	$0
CAROL M PATIN	TRUSTEE	0.25	Director	$0	$0	$0
LOIS A SMYTH	TRUSTEE	0.25	Director	$0	$0	$0
CRAIG A STEVENS	TRUSTEE	0.25	Director	$0	$0	$0
CHARLENE GUARISCO MONTELARO	CHAIR	0.25	Officer Director	$0	$0	$0
MARVIN E BORGMEYER	TRUSTEE	0.25	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	$213,322	$188,909	$2,006,896	$24,413
2023	$166,275	$157,565	$1,827,519	$8,710
2022	$199,655	$172,398	$1,756,853	$27,257
2021	$49,583	$441,038	$1,832,158	$-391,455
2020	$318,464	$439,510	$1,788,932	$-121,046
2019	$292,316	$148,483	$2,019,834	$143,833

ROTARY CLUB OF BATON ROUGE FOUNDATION