ROTARY INTERNATIONAL ADDISON ROTARY (EIN 752177720) - 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

1984

Legal Domicile

Principal Officer

JOHN GILCHRIST

Phone

9729568522

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL ADDISON ROTARY, founded in 1984, is a micro nonprofit that reported $69K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $23K, a strong 33% operating margin.

Mission

SUPPORT OF OTHER CHARITABLE ORGANIZATIONS BY RAISING FUNDS AND MAKING GRANTS TO OTHER CHARITABLE ORGANIZATIONS IN NORTH TEXAS THAT ARE DIRECTLY PROVIDING SERVICES TO CHILDREN AND OTHER 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 (2022)

Revenue Breakdown

Contributions & Grants $69,407

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $69,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,664

Other Expenses $46,250

TOTAL EXPENSES $46,250

Year-over-Year Comparison

	2022	2021	Change
Revenue	$69,407	$82,484	-0.2%
Expenses	$46,250	$67,803	-0.3%
Net Income	$23,157	$14,681	+0.6%

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
JOHN GILCHRIST	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID HEIMER	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
JOHN MCNAIR	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL TATUM	SECRETARY	1.00	Officer 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
2023	$69,407	$46,250	$62,119	$23,157
2022	$82,484	$67,803	$33,617	$14,681

ROTARY INTERNATIONAL ADDISON ROTARY