ROTARY CLUB OF FERNDALE (EIN 237183486) - 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

RENEE RENNER

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF FERNDALE, founded in 1973, is a micro nonprofit that reported $62K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $15K, a strong 25% operating margin.

Mission

DONATE TO LOCAL SCHOOLS AND INTERNATIONAL 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 (2023)

Revenue Breakdown

Contributions & Grants $4,118

Program Service Revenue $14,860

Investment Income $3

Other Revenue $42,550

TOTAL REVENUE $61,531

Expense Breakdown

Grants Paid $21,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,263

Other Expenses $24,432

TOTAL EXPENSES $46,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,531	$72,375	-0.1%
Expenses	$46,382	$47,035	0.0%
Net Income	$15,149	$25,340	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE BIBBY	DIRECTOR	1.00	Director	$0	$0	$0
CORY NUNES	DIRECTOR	1.00	Director	$0	$0	$0
PHIL OSTLER	DIRECTOR	1.00	Director	$0	$0	$0
BRENNA RUSS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ACORN	VICE PRESIDE	1.00	Officer	$0	$0	$0
FELICE PHILIPS	PRESIDENT	1.00	Officer	$0	$0	$0
CAROLYN POLAESK	SECRETARY	1.00	Officer	$0	$0	$0
RENEE RENNER	TREASURER	2.00	Officer	$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	$61,531	$46,382	$59,598	$15,149
2023	$72,375	$47,035	$44,449	$25,340
2022	$40,390	$44,824	$17,387	$-4,434
2021	$28,417	$30,791	$21,822	$-2,374
2020	$65,368	$70,326	$25,446	$-4,958
2019	$68,480	$77,988	$30,403	$-9,508

ROTARY CLUB OF FERNDALE