Rich-Mar Rotary Club (EIN 251559433) - 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

1987

Legal Domicile

Principal Officer

David Hein

Phone

7248160573

Tax Period

2024-07-01 to 2025-06-30

Rich-Mar Rotary Club, founded in 1987, is a small nonprofit that reported $144K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $181K exceeded revenue, resulting in a 25% operating deficit.

Mission

Rich-Mar Rotary is a local Rotary club authorized by Rotary International and part of rotary district 7280. The primary purpose of the club is to promote educational opportunities and incentives to local youth, provide funding for local, national and international charities.

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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 $34,885

Program Service Revenue $0

Investment Income $24,932

Other Revenue $84,258

TOTAL REVENUE $144,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $71,055

Program Expenses $79,168

Other Expenses $180,778

TOTAL EXPENSES $180,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,075	$233,270	-0.4%
Expenses	$180,778	$204,764	-0.1%
Net Income	$-36,703	$28,506	-2.3%

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

N/A

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
WILLIAM RUHE	SATELLITE CLUB LEAD	6.00	Director	$0	$0	$0
AMY HAZEN	SATELLITE CLUB TREASURER	2.00	Director	$0	$0	$0
JOHN MILLER	APPALACHIA MISSION LEAD	4.00	Director	$0	$0	$0
JOSEPH SHARP	APPALACHIA MISSION TREASURER	2.00	Director	$0	$0	$0
DAVE HEIN	PRESIDENT	10.00	Officer	$0	$0	$0
SETH PRENTICE	VICE PRESIDENT	6.00	Officer	$0	$0	$0
MAC PURVIS JR	SECRETARY	1.00	Officer	$0	$0	$0
GRAY WESTON	TREASURER	10.00	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	$144,075	$180,778	No data	$-36,703
2024	No data	No data	No data	No data

Rich-Mar Rotary Club