ROTARY INTERNATIONAL NAPLES ROTARY CLUB (EIN 166041093) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

THOMAS HAWKS

Phone

5853742096

Tax Period

2019-07-01 to 2020-06-30

ROTARY INTERNATIONAL NAPLES ROTARY CLUB, founded in 1975, is a micro nonprofit that reported $30K in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $6K, a strong 19% operating margin.

Mission

TO PROVIDE SERVICES AND FUNDS TO NON PROFIT ORGANIZATIONS THAT SUPPORT THE COMMUNITY AND TO AWARD SCHOLARSHIPS TO HIGH SCHOOL STUDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $14,171

Program Service Revenue $0

Investment Income $0

Other Revenue $16,302

TOTAL REVENUE $30,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,787

Other Expenses $24,787

TOTAL EXPENSES $24,787

Year-over-Year Comparison

	2019	2018	Change
Revenue	$30,473	$33,945	-0.1%
Expenses	$24,787	$31,089	-0.2%
Net Income	$5,686	$2,856	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SUSAN DOTY	TREASURER	N/A	Officer Director	$0	$0	$0
MATT FRAHM	PRESIDENT	N/A	Director	$0	$0	$0
THOMAS HAWKS	DIRECTOR	N/A	Director	$0	$0	$0
ALEXANDRIA LETO	DIRECTOR	N/A	Director	$0	$0	$0
PATRICE LYSELL	SECRETARY	N/A	Officer Director	$0	$0	$0
SKIP MILLER	DIRECTOR	N/A	Director	$0	$0	$0
LAURIE O'BRIEN	SERGEANT AT	N/A	Officer Director	$0	$0	$0
STEVE RICHARDS	DIRECTOR	N/A	Director	$0	$0	$0
KAREN SCHECK	PRESIDENT EL	N/A	Director	$0	$0	$0
JANE SCHENK	DIRECTOR	N/A	Director	$0	$0	$0
SHANNA WILLIAMS	DIRECTOR	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
2020	$30,473	$24,787	$33,828	$5,686
2019	$33,945	$31,089	$28,142	$2,856

ROTARY INTERNATIONAL NAPLES ROTARY CLUB