MUSKOGEE ROTARY CLUB NO 87 FOUND INC (EIN 208702113) - 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

2007

Legal Domicile

Principal Officer

KIM WILLIAMS

Tax Period

2024-07-01 to 2025-06-30

MUSKOGEE ROTARY CLUB NO 87 FOUND INC, founded in 2007, is a micro nonprofit in the Human Services sector that reported $83K in total revenue in fiscal year 2024. Expenses of $72K left a modest 14% surplus.

Mission

MUSKOGEE ROTARY CLUB NO 87 FOUNDATION INCS PURPOSE IS TO SERVE MUSKOGEE COMMUNITY BASED CHARITIES AND BENEVOLENT ACTIVITIES.

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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 $1,000

Program Service Revenue $63,429

Investment Income $18,891

Other Revenue $0

TOTAL REVENUE $83,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,747

Other Expenses $71,747

TOTAL EXPENSES $71,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,320	$82,849	+0.0%
Expenses	$71,747	$61,376	+0.2%
Net Income	$11,573	$21,473	-0.5%

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
KIM WILLIAMS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MELISSA GOODMAN-NISSLEY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JUSTIN CALVERT	TRUSTEE	0.00	Director	$0	$0	$0
SAM FOWLER	TREASURER	2.00	Officer Director	$0	$0	$0
MARTIN UPDIKE	SECRETARY	0.00	Officer Director	$0	$0	$0
SAMANTHA COOK	TRUSTEE	0.00	Director	$0	$0	$0
RENEE FREDRICK	TRUSTEE	0.00	Director	$0	$0	$0
ED CHOATE	TRUSTEE	0.00	Director	$0	$0	$0
NITA MCCLELLAN	TRUSTEE	0.00	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	$83,320	$71,747	$230,930	$11,573
2024	No data	No data	No data	No data
2023	$76,091	$64,360	$304,248	$11,731
2022	$39,893	$77,482	$267,553	$-37,589
2021	$54,904	$37,560	$224,190	$17,344
2020	$72,966	$63,076	$205,646	$9,890
2019	$112,277	$96,174	$195,756	$16,103
2018	$112,764	$125,364	$175,632	$-12,600

MUSKOGEE ROTARY CLUB NO 87 FOUND INC