ROTARY INTERNATIONAL BLOOMFIELD ROTARY CLUB (EIN 237318433) - 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

1972

Legal Domicile

Phone

5854653026

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL BLOOMFIELD ROTARY CLUB, founded in 1972, is a micro nonprofit that reported $44K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $38K left a modest 12% surplus.

Mission

THE BLOOMFIELD ROTARY CLUB IS AN AFFILIATE ORGANIZATION THAT MAINTAINS THE ENTIRE MISSION AND EXEMPT PURPOSE FUNCTIONS AS THE ROTARY INTERNATIONAL WITHOUT ANY EXCEPTIONS.

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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 $19,869

Program Service Revenue $0

Investment Income $10

Other Revenue $23,870

TOTAL REVENUE $43,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,359

Other Expenses $38,359

TOTAL EXPENSES $38,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,749	$33,643	+0.3%
Expenses	$38,359	$32,282	+0.2%
Net Income	$5,390	$1,361	+3.0%

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

N/A

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
MARCE CHAVEZ	President	2.00	Officer	$0	$0	$0
PATRICIA L OVERMOYER	Treasurer	3.00	Officer	$0	$0	$0
LAURIE NEWELL	Secretary	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	$43,749	$38,359	$66,019	$5,390
2024	$33,643	$32,282	$60,629	$1,361
2023	$36,405	$36,862	$59,268	$-457
2022	$30,577	$24,271	$59,725	$6,306
2021	$29,590	$15,702	$55,040	$13,888
2020	$31,141	$20,013	$41,096	$11,128
2019	$25,297	$22,337	$28,903	$2,960

ROTARY INTERNATIONAL BLOOMFIELD ROTARY CLUB