WEST WATEREE ROTARY CLUB

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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

Principal Officer

BILLY WATKINS

Phone

8034325501

Tax Period

2024-07-01 to 2025-06-30

WEST WATEREE ROTARY CLUB, founded in 1984, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $145K exceeded revenue, resulting in a 82% operating deficit.

Mission

WEST WATEREE ROTARY CLUB PROVIDES SERVICE TO OTHERS, PROMOTES INTEGRITY, GOODWILL, AND PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $144,418

WEST WATEREE ROTARY CLUB PROVIDES SERVICE TO OTHERS, PROMOTES INTEGRITY, GOODWILL, AND PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $79,840

TOTAL REVENUE $79,840

Expense Breakdown

Grants Paid $144,418

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,418

Other Expenses $787

TOTAL EXPENSES $145,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,840	$113,684	-0.3%
Expenses	$145,205	$91,221	+0.6%
Net Income	$-65,365	$22,463	-3.9%

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
ED GARRISON	SECRETARY	N/A	Director	$0	$0	$0
TANA MARSHALL	PAST PRESIDE	N/A	Director	$0	$0	$0
BETH MORGAN	BOARD MEMBER	N/A	Director	$0	$0	$0
BILLY WATKINS	PRESIDENT/TR	N/A	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	$79,840	$145,205	No data	$-65,365
2024	No data	No data	No data	No data
2023	$81,921	$86,660	$43,590	$-4,739
2022	$-14,576	$7,915	$46,512	$-22,491
2020	$23,025	$18,481	$56,036	$4,544