ROTARY CLUB OF CARMEL INDIANA

EIN: 351714518

CARMEL, IN

Total Revenue
$131,170
Total Expenses
$117,412
Total Assets
$379,531
Net Assets
$379,531
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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
1986
Legal Domicile
IN
Principal Officer
DOUG WILLARD
Phone
3174958042
Tax Period
2024-07-01 to 2025-06-30

ROTARY CLUB OF CARMEL INDIANA, founded in 1986, is a small nonprofit that reported $131K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $117K left a modest 10% surplus.

Mission

SERVICE TO OTHERS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,644
Program Service Revenue $0
Investment Income $5,739
Other Revenue $86,787
TOTAL REVENUE $131,170

Expense Breakdown

Grants Paid $24,370
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $47,565
Other Expenses $93,042
TOTAL EXPENSES $117,412

Year-over-Year Comparison

2024 2023 Change
Revenue $131,170 $158,484 -0.2%
Expenses $117,412 $97,098 +0.2%
Net Income $13,758 $61,386 -0.8%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
175

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
20
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DUBBIE BUCKLER SECRETARY 5.00
Officer Director
$0 $0 $0
ARNOLD ELSTON PRESIDENT 10.00
Officer Director
$0 $0 $0
TIMOTHY FLINT LEADERSHIP C 5.00
Officer Director
$0 $0 $0
DONNA GRAY PUBLIC IMAGE 5.00
Officer Director
$0 $0 $0
GREGORY L HARRIS SEARGEANT AT 5.00
Officer Director
$0 $0 $0
NANCY HECK PRESIDENT NO 5.00
Officer Director
$0 $0 $0
DAVID HOLLANDER MEMBERSHIP C 5.00
Officer Director
$0 $0 $0
STANLEY LEBRON CARMELFEST 10.00
Officer Director
$0 $0 $0
JENNIFER PIATT ADMIN CHAIR 5.00
Officer Director
$0 $0 $0
GREG PILLING TREASURER 10.00
Officer Director
$0 $0 $0
PETER PRIMASON COMMUNITY SE 5.00
Officer Director
$0 $0 $0
JASON RANDLETT YOUTH SERVIC 5.00
Officer Director
$0 $0 $0
YVETTE SCHUBERT INTL SERVICE 5.00
Officer Director
$0 $0 $0
GARY SEXTON PAST PRESIDE 5.00
Officer Director
$0 $0 $0
CAROLYN SHAW COMMUNITY SE 5.00
Officer Director
$0 $0 $0
KATIE SMARDO ASST TREASUR 5.00
Officer Director
$0 $0 $0
ROBERT SWANAY SERGEANT-AT- 5.00
Officer Director
$0 $0 $0
MIKA TAKAHASHI SOCIAL CHAIR 5.00
Officer Director
$0 $0 $0
SUE WESTERMEIER ROTARY FOUND 5.00
Officer Director
$0 $0 $0
DOUG WILLARD PRESIDENT EL 5.00
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 $131,170 $117,412 $379,531 $13,758
2024 $158,484 $97,098 $365,773 $61,386
2023 $130,781 $105,181 $346,147 $25,600
2022 $128,341 $73,126 $278,787 $55,215
2021 $8,240 $54,471 $223,572 $-46,231
2020 $110,991 $99,537 $269,803 $11,454
2019 $133,831 $118,157 $258,349 $15,674
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