ROTARY CLUB OF EDWARDSVILLE

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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

1925

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF EDWARDSVILLE, founded in 1925, is a small nonprofit that reported $150K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $42K, a strong 28% operating margin.

Mission

PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD

Program Service Accomplishments

Program 1

Expenses: $29,974

DONATIONS TO LOCAL ORGANIZATIONS AND COMMUNITY PROJECTS

Program 2

Expenses: $14,700

DONATIONS TO LOCAL SCHOLARSHIPS FOR INDIVIDUALS.

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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 $70,298

Program Service Revenue $0

Investment Income $3,261

Other Revenue $76,431

TOTAL REVENUE $149,990

Expense Breakdown

Grants Paid $44,674

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,674

Other Expenses $63,545

TOTAL EXPENSES $108,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,990	$129,848	+0.2%
Expenses	$108,219	$98,474	+0.1%
Net Income	$41,771	$31,374	+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

102

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
JARED SIEBERT	DIRECTOR	2.00	Director	$0	$0	$0
KAI REDMOND	DIRECTOR	2.00	Director	$0	$0	$0
LAURA MATTSON	DIRECTOR	2.00	Director	$0	$0	$0
DAVE BENTON	DIRECTOR	2.00	Director	$0	$0	$0
MUSONDA KAPATOMOYO	PRESIDENT	2.00	Officer	$0	$0	$0
CARRIE BABINGTON	SECRETARY	2.00	Officer	$0	$0	$0
BRIAN JONES	TREASURER	2.00	Officer	$0	$0	$0
GINA GREBING	IMM PAST PRESIDENT	2.00	Officer	$0	$0	$0
DAN ABEGG	PRESIDENT ELECT	2.00	Officer	$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	$149,990	$108,219	$206,030	$41,771
2023	$129,848	$98,474	$164,259	$31,374
2022	$100,480	$119,859	$132,886	$-19,379
2021	$125,825	$82,096	$152,265	$43,729