SOUTHSIDE ROTARY FOUNDATION INC (EIN 731137922) - 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

2005

Legal Domicile

Principal Officer

JACK CARNEY

Phone

9182710062

Tax Period

2024-07-01 to 2025-06-30

SOUTHSIDE ROTARY FOUNDATION INC, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $28K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 35% operating margin.

Mission

SOUTHSIDE ROTARY FOUNDATION PROCEEDS ARE TO FUND LOCAL COMMUNITY AND CHARITY PROJECTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,629

Program Service Revenue $0

Investment Income $21,957

Other Revenue $0

TOTAL REVENUE $27,586

Expense Breakdown

Grants Paid $15,540

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,540

Other Expenses $2,512

TOTAL EXPENSES $18,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,586	$17,495	+0.6%
Expenses	$18,052	$13,121	+0.4%
Net Income	$9,534	$4,374	+1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK CARNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA MERCEDES ABALOS	SECRETARY	1.00	Officer Director	$0	$0	$0
BRETT BROUGH	TREASURER	1.00	Officer Director	$0	$0	$0
MONTE MCNUTT	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN TAYLOR	TRUSTEE	1.00	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	$27,586	$18,052	$446,657	$9,534
2024	$17,495	$13,121	$438,173	$4,374
2023	$24,010	$19,337	$431,700	$4,673
2022	$38,455	$1,331	$427,027	$37,124
2021	$6,476	$36,477	$389,903	$-30,001
2020	$71,780	$24,061	$419,905	$47,719

SOUTHSIDE ROTARY FOUNDATION INC