East Jefferson County Rotary (EIN 943027895) - 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

1987

Legal Domicile

Principal Officer

Diane Johnson

Tax Period

2023-07-01 to 2024-06-30

East Jefferson County Rotary, founded in 1987, is a micro nonprofit that reported $54K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $61K exceeded revenue, resulting in a 14% operating deficit.

Mission

Provide scholarships to students, community and international servicee 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 (2023)

Revenue Breakdown

Contributions & Grants $24,420

Program Service Revenue $8,812

Investment Income $20,584

Other Revenue $0

TOTAL REVENUE $53,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,930

Other Expenses $61,110

TOTAL EXPENSES $61,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,816	$42,609	+0.3%
Expenses	$61,110	$68,215	-0.1%
Net Income	$-7,294	$-25,606	-0.7%

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

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
Micale Cavett	President Elect	2.00	Director	$0	$0	$0
Ian Gauld	Director at large	2.00	Director	$0	$0	$0
T J Plastow	Director at large	2.00	Director	$0	$0	$0
Terry Umbrett	Director at large	2.00	Director	$0	$0	$0
Rick Smith	Director at large	2.00	Director	$0	$0	$0
Diane Johnson	Preslident	6.00	Officer Director	$0	$0	$0
Ned Luce	Treasurer	6.00	Officer Director	$0	$0	$0
Paul Rogers	Past President	0.00	Officer Director	$0	$0	$0
Nelson L Atkin	Secretary	2.00	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
2025	No data	No data	No data	No data
2024	$53,816	$61,110	$187,936	$-7,294
2023	$42,609	$68,215	$195,230	$-25,606
2022	$31,753	$45,034	$220,836	$-13,281
2021	$88,632	$27,684	$234,117	$60,948
2020	$57,531	$47,756	$164,836	$9,775
2019	$57,883	$154,321	$155,061	$-96,438

East Jefferson County Rotary