ROTARY INTERNATIONAL-ROTARY CLUB OF NORTH FULTON (EIN 912112768) - 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

2000

Legal Domicile

Principal Officer

JAMES MAROSEK

Phone

7706234440

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL-ROTARY CLUB OF NORTH FULTON, founded in 2000, is a micro nonprofit that reported $76K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 29% operating margin.

Mission

BUSINESS AND PROFESSIONAL LEADERS TAKING AN ACTIVE ROLE IN COMMUNITY SERVICE THROUGHOUT THE NORTH FULTON COMMUNITY AND THE WORLD.

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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 $57,328

Program Service Revenue $18,254

Investment Income $0

Other Revenue $0

TOTAL REVENUE $75,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,659

Other Expenses $53,436

TOTAL EXPENSES $53,436

Year-over-Year Comparison

	2022	2021	Change
Revenue	$75,582	$125,065	-0.4%
Expenses	$53,436	$127,723	-0.6%
Net Income	$22,146	$-2,658	-9.3%

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
LISA GELBER	PRESIDENT	N/A	Officer	$0	$0	$0
LISA GELBER	PRESIDENT-EL	N/A	Officer	$0	$0	$0
JAMES MAROSEK	TREASURER	N/A	Officer	$0	$0	$0
MIKE MUDD	SECRETARY	N/A	Officer	$0	$0	$0
DOUG HIGGINS	YOUTH SERVIC	N/A	Director	$0	$0	$0
RICHARD MATHERLY	FAMILY OF RO	N/A	Director	$0	$0	$0
RICK CLARK	COMMUNITY SV	N/A	Director	$0	$0	$0
JOY MANBECK	MEMBERSHIP C	N/A	Director	$0	$0	$0
STEVE SIDERS	FOUNDATION	N/A	Director	$0	$0	$0
CLIFF WILCOX	PUBLIC IMAGE	N/A	Director	$0	$0	$0
RICK CLARK	COMMUNITY SV	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
2024	No data	No data	No data	No data
2023	$75,582	$53,436	$166,910	$22,146
2022	$125,065	$127,723	$142,986	$-2,658
2021	$40,275	$36,699	$110,027	$3,576
2020	$49,208	$36,993	$109,609	$12,215
2018	$72,910	$80,625	$89,499	$-7,715

ROTARY INTERNATIONAL-ROTARY CLUB OF NORTH FULTON