ROTARY CLUB OF INDIANAPOLIS INC (EIN 350624130) - 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

1913

Legal Domicile

Principal Officer

JAMIE HANAN

Phone

3178291041

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF INDIANAPOLIS INC, founded in 1913, is a small nonprofit that reported $292K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $267K left a modest 8% surplus.

Mission

PROMOTE COMMUNITY DEVELOPMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $169,179

Program Service Revenue $101,199

Investment Income $6,420

Other Revenue $15,140

TOTAL REVENUE $291,938

Expense Breakdown

Grants Paid $77,416

Salaries & Benefits $88,361

Fundraising Expenses $0

Program Expenses $195,550

Other Expenses $101,638

TOTAL EXPENSES $267,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,938	$319,480	-0.1%
Expenses	$267,415	$292,745	-0.1%
Net Income	$24,523	$26,735	-0.1%

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

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

$82,082

Total Directors

$82,082

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE HANAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$82,082	$0	$82,082
JENNY DEXTER	IMM. PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLIE MEYER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICK BROCCOLO	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF MOFFATT	TREASURER	2.00	Officer Director	$0	$0	$0
LAIM BONNER	DIRECTOR	2.00	Director	$0	$0	$0
JAY BRUBAKER	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA CECIL	DIRECTOR	2.00	Director	$0	$0	$0
ZACK CONNER	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA EARL	DIRECTOR	2.00	Director	$0	$0	$0
MARIE KOENIG	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
DAN HAMILTON	SERGEANT-AT-ARMS	2.00	Officer Director	$0	$0	$0
JOHN FENOGLIO	DIRECTOR	2.00	Director	$0	$0	$0
ABIGAIL HARLAN	DIRECTOR	2.00	Director	$0	$0	$0
SAM JULKA	DIRECTOR	2.00	Director	$0	$0	$0
CARRIE LAHR	DIRECTOR	2.00	Director	$0	$0	$0
JOSH LLOYD	DIRECTOR	2.00	Director	$0	$0	$0
JAMI MARSH	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SNYDER	DIRECTOR	2.00	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	No data	No data	No data	No data
2024	$291,938	$267,415	$395,598	$24,523
2023	$319,480	$292,745	$371,271	$26,735
2022	$323,726	$355,547	$345,602	$-31,821
2021	$319,350	$310,979	$376,284	$8,371
2020	$341,018	$328,654	$367,615	$12,364
2019	$374,491	$455,271	$358,161	$-80,780

ROTARY CLUB OF INDIANAPOLIS INC