ROTARY INTERNATIONAL ROTARY CLUB OF TEMPLE-SOUTH (EIN 742464620) - 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

MIKE BROCKWAY

Phone

2547709577

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL ROTARY CLUB OF TEMPLE-SOUTH, founded in 1983, is a small nonprofit that reported $104K in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $100K left a modest 4% surplus.

Mission

PROMOTION OF ROTARY INTERNATIONAL IDEALS IN THE LOCAL COMMUNITY,PARTICIPATION IN INTERNATIONAL PROJECTS, AND INVOLVEMENT IN LOCAL COMMUNITY TO PROVIDE SUPPORT TO YOUTH ACTIVITIES AND CHARITABLE ORGANIZATIONS.

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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 $15,203

Program Service Revenue $0

Investment Income $812

Other Revenue $87,730

TOTAL REVENUE $103,745

Expense Breakdown

Grants Paid $51,960

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,482

Other Expenses $48,102

TOTAL EXPENSES $100,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,745	$60,225	+0.7%
Expenses	$100,062	$43,457	+1.3%
Net Income	$3,683	$16,768	-0.8%

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

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
CHRIS LAMM	PRES	5.00	Officer Director	$0	$0	$0
DOUG SMITH	PRES ELECT	5.00	Officer Director	$0	$0	$0
CINDY ZAVODNY	SECY	2.00	Officer Director	$0	$0	$0
MIKE BROCKWAY	TREAS	6.00	Officer Director	$0	$0	$0
PATRICK GUILLEN	VICE PRES	1.00	Officer Director	$0	$0	$0
ANGELA CASES	PRES NOMINEE	2.00	Officer Director	$0	$0	$0
RICH KAYE	IMMEDIATE PAST PRES	1.00	Director	$0	$0	$0
DAVID LOCKWOOD	FOUNDATION CHAIR	1.00	Director	$0	$0	$0
KATIE SHARP	MEMBERSHIP CHAIR	1.00	Director	$0	$0	$0
GLENNIS LAMM	PR/COMMUNICATION CHAIR	1.00	Director	$0	$0	$0
DIANA KAYE	YOUTH SERVICES CHAIR	1.00	Director	$0	$0	$0
MIKE BOLEY	SGT AT ARMS	1.50	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	$103,745	$100,062	$100,096	$3,683
2024	No data	No data	No data	No data
2023	$53,762	$58,054	$85,312	$-4,292
2022	$76,242	$81,282	$84,318	$-5,040
2021	$76,985	$67,247	$100,050	$9,738
2020	$95,968	$86,399	$84,273	$9,569
2019	$86,443	$86,689	$73,401	$-246
2018	$59,159	$77,409	$75,980	$-18,250

ROTARY INTERNATIONAL ROTARY CLUB OF TEMPLE-SOUTH