THE ROTARY CLUB OF SOUTH BEND (EIN 350624134) - 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

1914

Legal Domicile

Principal Officer

AMBER BEHRENS

Phone

5742331516

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY CLUB OF SOUTH BEND, founded in 1914, is a micro nonprofit that reported $65K in total revenue in fiscal year 2024.

Mission

TO ATTRACT AND ENERGIZE MEMBERS WITH DIVERSE OPPORTUNITIES TO ENGAGE BOTH LOCALLY AND GLOBALLY IN SPREADING THE ROTARY MESSAGE OF "SERVICE ABOVE SELF" WITHIN ITS MEMBERSHIP, THE DISTRICT, AND THE WORLD.

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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 $0

Program Service Revenue $63,913

Investment Income $1,110

Other Revenue $0

TOTAL REVENUE $65,023

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,791

Fundraising Expenses $0

Program Expenses $34,038

Other Expenses $62,432

TOTAL EXPENSES $66,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,023	$64,657	+0.0%
Expenses	$66,223	$57,532	+0.2%
Net Income	$-1,200	$7,125	-1.2%

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

N/A

Volunteers

100

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
DAN VUKMIROVICH	DIRECTOR	1.00	Director	$0	$0	$0
JOEL MOODY	DIRECTOR	1.00	Director	$0	$0	$0
KJ MAPES	DIRECTOR	1.00	Director	$0	$0	$0
DAN ASLESON	DIRECTOR	1.00	Director	$0	$0	$0
HUGH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL POUND	DIRECTOR	1.00	Director	$0	$0	$0
CARSTEN SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
DOUG ELDER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SZROM	DIRECTOR	1.00	Director	$0	$0	$0
MARK MCDONNELL	DIRECTOR	1.00	Director	$0	$0	$0
LEONARDO SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KEILMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN FARRELL	TREASURER	1.00	Officer Director	$0	$0	$0
AMBER BEHRENS	PRESIDENT	1.00	Officer Director	$0	$0	$0
TINA PATTON	PRESIDENT-EL	1.00	Officer 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	$65,023	$66,223	$92,705	$-1,200
2024	$64,657	$57,532	$71,168	$7,125
2023	$80,298	$73,109	$84,965	$7,189
2022	$70,764	$64,479	$54,231	$6,285
2021	$64,200	$50,812	$49,750	$13,388
2020	$61,442	$64,432	$39,172	$-2,990
2019	$65,627	$72,782	$16,371	$-7,155

THE ROTARY CLUB OF SOUTH BEND