ROTARY CLUB OF TRAVERSE CITY MICHIGAN (EIN 381429335) - 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

1920

Legal Domicile

Principal Officer

RICHARD BEERS

Phone

2319415421

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF TRAVERSE CITY MICHIGAN, founded in 1920, is a small nonprofit that reported $193K in total revenue in fiscal year 2024.

Mission

COMMUNITY OUTREACH.

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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 $179,974

Investment Income $3,737

Other Revenue $9,477

TOTAL REVENUE $193,188

Expense Breakdown

Grants Paid $5,771

Salaries & Benefits $40,888

Fundraising Expenses $0

Program Expenses $132,873

Other Expenses $141,358

TOTAL EXPENSES $188,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,188	$181,804	+0.1%
Expenses	$188,017	$231,807	-0.2%
Net Income	$5,171	$-50,003	-1.1%

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

N/A

Volunteers

150

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	Role	Reportable Comp	Other Comp	Total
STEVE WADE	PRESIDENT	Officer Director	$0	$0	$0
MARSHA MINERVINI	PRESIDENT ELECT	Officer Director	$0	$0	$0
JOHN HALL	IMMEDIATE PAST PRESIDENT	Officer Director	$0	$0	$0
RICHARD BEERS	TREASURER	Officer Director	$0	$0	$0
DAVE FORD	SECRETARY	Officer Director	$0	$0	$0
WENDY IRVIN	DIRECTOR	Director	$0	$0	$0
MIRIAM OWSLEY	DIRECTOR	Director	$0	$0	$0
LAURIE LAPP	DIRECTOR	Director	$0	$0	$0
LINDA RACINE	DIRECTOR	Director	$0	$0	$0
MICHAEL CARUSO	DIRECTOR	Director	$0	$0	$0
DAN BURON	DIRECTOR	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	$193,188	$188,017	$187,908	$5,171
2024	$181,804	$231,807	$184,861	$-50,003
2023	$235,248	$237,430	$238,335	$-2,182
2022	$193,473	$184,999	$261,327	$8,474
2021	$57,167	$137,932	$279,822	$-80,765
2020	$210,456	$259,136	$349,065	$-48,680
2019	$273,578	$280,618	$367,880	$-7,040

ROTARY CLUB OF TRAVERSE CITY MICHIGAN