ROTARY CLUB OF COLUMBUS OHIO (EIN 314295700) - 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

1968

Legal Domicile

Principal Officer

STEFAN WALLISER

Phone

6142213127

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF COLUMBUS OHIO, founded in 1968, is a small nonprofit that reported $323K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $303K left a modest 6% surplus.

Mission

SEE PART III, 4A

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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 $126,960

Program Service Revenue $186,195

Investment Income $1,926

Other Revenue $8,414

TOTAL REVENUE $323,495

Expense Breakdown

Grants Paid $125,485

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,982

Other Expenses $177,908

TOTAL EXPENSES $303,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,495	$390,188	-0.2%
Expenses	$303,393	$357,735	-0.2%
Net Income	$20,102	$32,453	-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
CHARLIE BOLTWOOD	DIRECTOR	1.00	Director	$0	$0	$0
JIM WOJITA	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS ANGELLETTA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DAY-ACHAUER	DIRECTOR	1.00	Director	$0	$0	$0
DAVE PRICHARD	DIRECTOR	1.00	Director	$0	$0	$0
KEITH STIMPERT	DIRECTOR	1.00	Director	$0	$0	$0
VIOLET MEEK	DIRECTOR	1.00	Director	$0	$0	$0
MANANA FRIBLEY	PAST-PRESIDENT	1.00	Officer	$0	$0	$0
EMILY CHAPMAN	PRESIDENT	1.00	Officer	$0	$0	$0
JASON SOUTHWELL	PRESIDENT-ELECT	1.00	Officer	$0	$0	$0
SANDY KNOESEL	SECRETARY	1.00	Officer	$0	$0	$0
STEFAN WALLISTER	TREASURER	1.00	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	$323,495	$303,393	$122,885	$20,102
2024	No data	No data	No data	No data
2024	$390,188	$357,735	$156,631	$32,453
2023	$436,424	$433,053	$133,345	$3,371
2022	$377,339	$360,856	$133,575	$16,483
2021	$299,619	$308,175	$92,521	$-8,556
2020	$385,916	$392,107	$126,973	$-6,191
2019	$454,090	$497,677	$142,413	$-43,587
2018	$489,611	$475,334	$195,076	$14,277

ROTARY CLUB OF COLUMBUS OHIO