ROTARY CLUB OF LEBANON OHIO

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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

1920

Legal Domicile

Principal Officer

JAMES MULVANEY

Phone

5139328664

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LEBANON OHIO, founded in 1920, is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Revenue surged 322% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 49% operating margin.

Mission

PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.TO SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE THROUGH LOCAL PROJECTS LIKE PROVIDING SCHOLARSHIPS AND SUPPORTING YOUTH AND LITERACY PROGRAMS, IN ADDITION TO PARTICIPATING IN INTERNATIONAL SERVICE PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $105,788 Revenue: $38,978

DONATIONS TO VARIOUS 501(C)(3) ORGANIZATIONS AND OTHER COMMUNITY PROJECTS.

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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 $153,222

Program Service Revenue $38,978

Investment Income $18,017

Other Revenue $2,996

TOTAL REVENUE $213,213

Expense Breakdown

Grants Paid $63,268

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,788

Other Expenses $45,787

TOTAL EXPENSES $109,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,213	$50,527	+3.2%
Expenses	$109,055	$49,286	+1.2%
Net Income	$104,158	$1,241	+82.9%

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

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
DAVE GULLY	MEMBER	0.50	Director	$0	$0	$0
JOHN ZIMKUS	MEMBER	0.50	Director	$0	$0	$0
JEFF NELSON	MEMBER	0.50	Director	$0	$0	$0
CHRIS JOHNSON	MEMBER	0.50	Director	$0	$0	$0
KAREN MILES	MEMBER	0.50	Director	$0	$0	$0
JANET STEINKE	MEMBER	0.50	Director	$0	$0	$0
BILL DELORD	PRESIDENT	0.50	Officer	$0	$0	$0
GARY KUNTZ	PRESIDENT ELECT	0.50	Officer	$0	$0	$0
ROB BEDINGHAUS	VICE PRESIDENT	0.50	Officer	$0	$0	$0
NANCY SCHREINER	SECRETARY	0.50	Officer	$0	$0	$0
JIM MULVANEY	TREASURER	0.50	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	$213,213	$109,055	$423,465	$104,158