WILKES-BARRE ROTARY CHARITIES INC (EIN 233030483) - 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

1973

Legal Domicile

Principal Officer

ROBERT G LAWRENCE

Phone

5708250001

Tax Period

2024-07-01 to 2025-06-30

WILKES-BARRE ROTARY CHARITIES INC, founded in 1973, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $47K in total revenue in fiscal year 2024. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 26% operating margin.

Mission

SUPPORT 501(C)(3) ORGANIZATIONS IN AREA.

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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 $13,609

Program Service Revenue $0

Investment Income $33,258

Other Revenue $0

TOTAL REVENUE $46,867

Expense Breakdown

Grants Paid $33,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,959

Other Expenses $1,074

TOTAL EXPENSES $34,574

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,867	$21,790	+1.2%
Expenses	$34,574	$23,695	+0.5%
Net Income	$12,293	$-1,905	-7.5%

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
ROBERT G LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY DENT	DIRECTOR	1.00	Director	$0	$0	$0
AHMAD ALI	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN WHITMAN	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	$46,867	$34,574	$334,899	$12,293
2024	$21,790	$23,695	$322,742	$-1,905
2023	$16,666	$28,928	$324,647	$-12,262
2022	$11,752	$16,321	$336,773	$-4,569
2021	$83,295	$17,665	$341,342	$65,630
2020	$1,308	$21,558	$275,712	$-20,250
2019	$48,756	$31,464	$295,962	$17,292

WILKES-BARRE ROTARY CHARITIES INC