Rotary International (EIN 386090661) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1922

Legal Domicile

Principal Officer

Cindy Schofield

Phone

7347512302

Tax Period

2024-07-01 to 2025-06-30

Rotary International, founded in 1922, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5K, a strong 22% operating margin.

Mission

We provide service to others, promote integrity, and advance world understanding, goodwill and peace through our fellowship of business, professional, and community leaders.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,202

Program Service Revenue $0

Investment Income $0

Other Revenue $10,421

TOTAL REVENUE $24,623

Expense Breakdown

Grants Paid $5,433

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,014

Other Expenses $13,695

TOTAL EXPENSES $19,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,623	$31,256	-0.2%
Expenses	$19,128	$25,260	-0.2%
Net Income	$5,495	$5,996	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
Pat Rice	Club Foundation Chair	Director	$0	$0	$0
Lori Gazdag	Community Service Chair	Director	$0	$0	$0
Michael Carpenter	Member	Director	$0	$0	$0
John VanStipdonk	Club Administration Chair	Director	$0	$0	$0
Carol Bevard	Secretary	Officer	$0	$0	$0
Linda Gable	Vice President	Officer	$0	$0	$0
Trish Hampton	President	Officer	$0	$0	$0
Cindy Schofield	Treasurer	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	$24,623	$19,128	$33,966	$5,495
2024	$31,256	$25,260	$30,287	$5,996

Rotary International