Rotary International (EIN 363989756) - 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

1994

Legal Domicile

Phone

3308072672

Tax Period

2024-07-01 to 2025-06-30

Rotary International, founded in 1994, is a small nonprofit that reported $172K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $26K, a strong 15% operating margin.

Mission

Medina Sunrise Rotary Club is committed to making a difference in the lives of children in our community and beyond through our time, talents, and treasures.

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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 $31,612

Program Service Revenue $0

Investment Income $8,309

Other Revenue $132,278

TOTAL REVENUE $172,199

Expense Breakdown

Grants Paid $123,898

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,653

Other Expenses $22,091

TOTAL EXPENSES $145,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,199	$182,028	-0.1%
Expenses	$145,989	$145,301	+0.0%
Net Income	$26,210	$36,727	-0.3%

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
Kevin Lauterjung	Treasurer	1.00	Officer Director	$0	$0	$0
David Samuelson	President Elect	1.00	Officer Director	$0	$0	$0
Kerry Gregoire	Past President	1.00	Officer Director	$0	$0	$0
Robert Hlasko	President	1.00	Officer Director	$0	$0	$0
Janet Newcomer	Secretary	1.00	Officer Director	$0	$0	$0
David Sheldon	Vice President	1.00	Officer Director	$0	$0	$0
Kevin Rych	Club Service Chair	1.00	Director	$0	$0	$0
Don Spickler	Community Chair	1.00	Director	$0	$0	$0
Shail Jain	International Foundation Chair	1.00	Director	$0	$0	$0
Will Koran	Vocational Chair	1.00	Director	$0	$0	$0
Anna Guy-Leach	Youth Services Chair	1.00	Director	$0	$0	$0
Kent Morgan	At-Large Board Member	1.00	Director	$0	$0	$0
Doug Leohr	At-Large Board Member	1.00	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	$172,199	$145,989	$273,007	$26,210
2024	No data	No data	No data	No data

Rotary International