ROTARY INTERNATIONAL (EIN 237149944) - 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

1969

Legal Domicile

Principal Officer

TERRI MCGUIRE-YURKAS

Phone

3602500910

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL, founded in 1969, is a small nonprofit that reported $146K in total revenue in fiscal year 2024.

Mission

CONDUCT CIVIC ACTIVITIES AND PROVIDE SUPPORT FOR CHARITABLE PROJECTS.

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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 $59,778

Program Service Revenue $20,026

Investment Income $860

Other Revenue $65,094

TOTAL REVENUE $145,758

Expense Breakdown

Grants Paid $69,502

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,508

Other Expenses $77,006

TOTAL EXPENSES $146,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,758	$150,378	0.0%
Expenses	$146,508	$193,529	-0.2%
Net Income	$-750	$-43,151	-1.0%

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

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
KEVIN HAYWARD	PRESIDENT	5.00	Officer Director	$0	$0	$0
NICHOLE WOOLSEY	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
TERRI MCGUIRE-YURKAS	TREASURER	5.00	Officer Director	$0	$0	$0
LINNEA COMSTOCK	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES H BURTON	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET TUDOR	DIRECTOR	2.00	Director	$0	$0	$0
JORDAN DOUGHTY	DIRECTOR	2.00	Director	$0	$0	$0
SHELLICA TREVINO	DIRECTOR	2.00	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	$145,758	$146,508	$196,968	$-750
2024	$150,378	$193,529	$191,643	$-43,151
2023	$140,548	$215,675	$226,333	$-75,127
2022	$273,989	$189,566	$307,227	$84,423
2021	$305,442	$187,532	$209,342	$117,910
2020	$84,997	$174,264	$99,833	$-89,267
2018	$155,517	$152,253	$210,648	$3,264

ROTARY INTERNATIONAL