ROCHESTER ROTARY CLUB (EIN 160700247) - 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

1912

Legal Domicile

Principal Officer

TRACEY DREISBACH

Phone

5855467435

Tax Period

2024-07-01 to 2025-06-30

ROCHESTER ROTARY CLUB, founded in 1912, is a small nonprofit in the Community Improvement sector that reported $246K in total revenue in fiscal year 2024.

Mission

WE ARE A MEMBER-CENTERED SERVICE ORGANIZATION ENRICHING THE LIVES OF OUR CITY YOUTH, PEOPLE WITH DISABILITIES AND WORLD NEIGHBORS.

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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 $246,298

Investment Income $7

Other Revenue $0

TOTAL REVENUE $246,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,637

Other Expenses $242,046

TOTAL EXPENSES $242,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,305	$229,944	+0.1%
Expenses	$242,046	$230,132	+0.1%
Net Income	$4,259	$-188	-23.7%

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

600

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

$138,793

Total Directors

$138,793

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL GUGLIELMO	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD D DE ASIS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
JEFFREY S HALIK	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ERICA L COOPER	VICE PRESIDENT	1.00	Director	$0	$0	$0
CARRIE FALZONE	VICE PRESIDENT	1.00	Director	$0	$0	$0
MARISA JV HOWARD	VICE PRESIDENT	1.00	Director	$0	$0	$0
NANCY O'BRIEN	VICE PRESIDENT	1.00	Director	$0	$0	$0
PATRICIA PHILLIPS	VICE PRESIDENT	1.00	Director	$0	$0	$0
NICOLE RONGO	VICE PRESIDENT	1.00	Director	$0	$0	$0
JOANNE M RYAN	VICE PRESIDENT	1.00	Director	$0	$0	$0
MARIA E CATON	TREASURER	1.00	Director	$0	$0	$0
TIMOTHY J COOK	STRATEGIC PLANNING ADVISOR	1.00	Director	$0	$0	$0
PETER J SARRATORI	SERGEANT-AT-ARMS	1.00	Director	$0	$0	$0
TRACEY DREISBACH	EXECUTIVE DIRECTOR	7.00	Officer Director	$0	$9,493	$138,793
WILLIAM F WEIR	VICE PRESIDENT	1.00	Director	$0	$0	$0
PATRICK STACK	DISTRICT REPRESENTATIVE	1.00	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	$246,305	$242,046	$61,453	$4,259
2024	$229,944	$230,132	$57,540	$-188
2023	$196,905	$190,115	$49,826	$6,790
2022	$173,361	$195,213	$49,377	$-21,852
2021	$141,280	$128,022	$58,433	$13,258
2020	$200,193	$197,747	$33,338	$2,446
2019	$215,875	$227,431	$47,319	$-11,556

ROCHESTER ROTARY CLUB