Ohio-Erie Rotary Youth Exchange Inc

EIN: 311021835 501(c)(3) International Affairs

Winstom Salem, NC

Total Revenue
$95,874
Total Expenses
$87,389
Total Assets
$153,911
Net Assets
$153,911
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
OH
Principal Officer
Kathy Gatterdam
Phone
6143064912
Tax Period
2024-09-01 to 2025-08-31

Ohio-Erie Rotary Youth Exchange Inc, founded in 1977, is a micro nonprofit in the International Affairs sector that reported $96K in total revenue in fiscal year 2024. Revenue surged 155% from the prior year, signaling strong growth momentum. Expenses of $87K left a modest 9% surplus.

Mission

to assist in providing educational opportunities to high school aged students by facilitating member rotary international districts in their student exchange programs. we facilitate two-way exchanges between countries and send or receive one-way exchanges as needed. we facilitate both one-month and one-year exchange programs. we provide orientation to both the students, their parents and counsel as to procedures.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,500
Program Service Revenue $77,374
Investment Income $0
Other Revenue $0
TOTAL REVENUE $95,874

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $86,269
Other Expenses $87,389
TOTAL EXPENSES $87,389

Year-over-Year Comparison

2024 2023 Change
Revenue $95,874 $37,551 +1.6%
Expenses $87,389 $54,562 +0.6%
Net Income $8,485 $-17,011 -1.5%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
N/A
Employees
N/A
Volunteers
130

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
2
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pete Dorough Trustee 15.00
Director
$0 $0 $0
Rick Woods Trustee 20.00
Director
$0 $0 $0
Terrance P McNaughton Trustee 15.00
Director
$0 $0 $0
John Koetz Trustee 10.00
Director
$0 $0 $0
Steve Youtz Trustee 12.00
Director
$0 $0 $0
Eric Marcus Secretary 10.00
Director
$0 $0 $0
Kathy Gatterdam Treasurer 15.00
Officer Director
$0 $0 $0
Karen Steffens Chairman 15.00
Officer Director
$0 $0 $0
Fred Reidinger Trustee 15.00
Director
$0 $0 $0
Ron Janssen Trustee 15.00
Director
$0 $0 $0
Mark Moody Trustee 15.00
Director
$0 $0 $0
Brent Rice Trustee 15.00
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 $95,874 $87,389 $153,911 $8,485
2024 $37,551 $54,562 $145,426 $-17,011
2023 $50,231 $58,231 $162,437 $-8,000
2022 $18,870 $20,919 $170,437 $-2,049
2021 $11 $8,904 $172,486 $-8,893
2020 $28,865 $42,463 $181,379 $-13,598
2019 $98,197 $78,436 No data $19,761
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