ROTARY INTERNATIONAL SPRINGFIELD SOUTHEAST CLUB (EIN 237405637) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

JENNIFER BAKER

Phone

4178868606

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL SPRINGFIELD SOUTHEAST CLUB, founded in 1967, is a small nonprofit that reported $238K in total revenue in fiscal year 2024. Expenses of $218K left a modest 8% surplus.

Mission

THE OBJECTIVE OF ROTARY IS SERVICE IN COMMUNITY, THE WORKPLACE, & THROUGHOUT THE WORLD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $230,701

Investment Income $6,683

Other Revenue $765

TOTAL REVENUE $238,149

Expense Breakdown

Grants Paid $33,408

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,553

Other Expenses $184,504

TOTAL EXPENSES $217,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,149	$240,883	0.0%
Expenses	$217,912	$222,894	0.0%
Net Income	$20,237	$17,989	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DAVID COMPERE	PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER BAKER	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
STEVE BROOKS	SECRETARY	5.00	Officer Director	$0	$0	$0
KIM GARRISON	TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL WEHRENBERG	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIZABETH BROOKS	DIRECTOR	5.00	Director	$0	$0	$0
TRAVIS SHAW	DIRECTOR	5.00	Director	$0	$0	$0
CHERYL BRIGGS	DIRECTOR	5.00	Director	$0	$0	$0
ANDREA BISHOP	DIRECTOR	5.00	Director	$0	$0	$0
NATE DUNVILLE	DIRECTOR	5.00	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	$238,149	$217,912	$157,737	$20,237
2024	No data	No data	No data	No data
2023	$212,855	$216,342	$123,287	$-3,487
2022	$189,279	$195,947	$120,585	$-6,668
2021	$152,680	$154,793	$127,553	$-2,113
2020	$218,257	$209,385	$121,837	$8,872
2019	$241,100	$234,341	$111,269	$6,759

ROTARY INTERNATIONAL SPRINGFIELD SOUTHEAST CLUB