ROTARY INTERNATIONAL--ALTOONA PA (EIN 231034790) - 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

1916

Legal Domicile

Principal Officer

GREGORY A SMITH

Phone

8149446191

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL--ALTOONA PA, founded in 1916, is a micro nonprofit that reported $85K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $109K exceeded revenue, resulting in a 28% operating deficit.

Mission

ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIPOF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.

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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 $20,670

Program Service Revenue $0

Investment Income $2,144

Other Revenue $62,008

TOTAL REVENUE $84,822

Expense Breakdown

Grants Paid $31,397

Salaries & Benefits $4,800

Fundraising Expenses $369

Program Expenses $99,287

Other Expenses $72,313

TOTAL EXPENSES $108,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,822	$140,505	-0.4%
Expenses	$108,510	$86,474	+0.3%
Net Income	$-23,688	$54,031	-1.4%

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

$4,800

Total Directors

$4,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J SETH SMITH	PRESIDENT	4.00	Officer Director	$0	$0	$0
FRED THURSFIELD	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
JOEL SEELYE	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
GREGORY A SMITH	TREASURER	5.00	Officer Director	$2,400	$0	$2,400
RICHARD J JOHNSTON	SECRETARY	4.00	Officer Director	$2,400	$0	$2,400
PHIL DUBROW	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS BAKER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JODI CESSNA	DIRECTOR	1.00	Director	$0	$0	$0
EVA ERGLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MICHELONE	DIRECTOR	1.00	Director	$0	$0	$0
MAREA MANION	DIRECTOR	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	No data	No data	No data	No data
2024	$84,822	$108,510	$119,899	$-23,688
2023	$140,505	$86,474	$147,905	$54,031
2022	$122,447	$109,457	$94,303	$12,990
2021	$66,765	$57,839	$92,581	$8,926
2020	$107,283	$99,579	$79,112	$7,704
2019	$86,890	$76,339	$74,645	$10,551

ROTARY INTERNATIONAL--ALTOONA PA