ROTARY CLUB OF TOLEDO

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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

1912

Legal Domicile

Principal Officer

MS JACI BUGAJ

Phone

4192417060

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF TOLEDO, founded in 1912, is a small nonprofit that reported $217K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year.

Mission

TO PROVIDE SUPPORT FOR COMMUNITY SERVICE WORK FOR THE HANDICAPPED, THE YOUTH, AND THE ELDERLY

Program Service Accomplishments

Program 1

Expenses: $118,020 Revenue: $28,833

WEEKLY PUBLICATION OF AN ELECTRONIC CLUB MAGAZINE WHICH INFORMS MEMBERS OF UPCOMING MEETINGS & EVENTS, RECOGNIZES MEMBER BUSINESS AND SERVICE ACCOMPLISHMENTS, PRESENTS BOARD OF DIRECTORS NOTES AND...

WEEKLY PUBLICATION OF AN ELECTRONIC CLUB MAGAZINE WHICH INFORMS MEMBERS OF UPCOMING MEETINGS & EVENTS, RECOGNIZES MEMBER BUSINESS AND SERVICE ACCOMPLISHMENTS, PRESENTS BOARD OF DIRECTORS NOTES AND SUMMARIZES THE LATEST MEETINGS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $184,018

Program Service Revenue $27,255

Investment Income $3,831

Other Revenue $1,578

TOTAL REVENUE $216,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,205

Fundraising Expenses $3,354

Program Expenses $118,020

Other Expenses $152,437

TOTAL EXPENSES $224,642

Year-over-Year Comparison

	2022	2021	Change
Revenue	$216,682	$259,482	-0.2%
Expenses	$224,642	$266,119	-0.2%
Net Income	$-7,960	$-6,637	+0.2%

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

Volunteers

250

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

$68,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY BINKLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEVIN MULLAN	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
SCOT HINSHAW	1ST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DONNA BOGAN	DIRECTOR	5.00	Director	$0	$0	$0
STEPHEN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER KARNS	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
KELLY TRAME	DIRECTOR	2.00	Director	$0	$0	$0
GARY CORRIGAN	DIRECTOR	2.00	Director	$0	$0	$0
KENDRA SMITH	DIRECTOR	5.00	Director	$0	$0	$0
CANDICE HARRISON	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL NOBLE	DIRECTOR	2.00	Director	$0	$0	$0
HANA MOURAD	DIRECTOR	2.00	Director	$0	$0	$0
ROY CHERRY	DIRECTOR	2.00	Director	$0	$0	$0
JACI BUGAJ	EXECUTIVE DIRECTOR	40.00	Officer	$68,000	$0	$68,000

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$216,682	$224,642	$343,883	$-7,960
2022	$259,482	$266,119	$426,650	$-6,637
2021	$221,387	$204,375	$295,249	$17,012
2020	$329,466	$303,071	$327,372	$26,395
2019	$319,790	$326,052	$248,353	$-6,262
2018	$327,928	$306,309	$303,869	$21,619