ROTARY INTERNATIONAL (EIN 386093504) - 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

1921

Legal Domicile

Principal Officer

James Wibby

Phone

2317582230

Tax Period

2019-07-01 to 2020-06-30

ROTARY INTERNATIONAL, founded in 1921, is a small nonprofit that reported $113K in total revenue in fiscal year 2019. Expenses of $106K left a modest 6% surplus.

Mission

Encourage and foster the ideals of service, truth, and fairness.

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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 (2019)

Revenue Breakdown

Contributions & Grants $60,324

Program Service Revenue $0

Investment Income $0

Other Revenue $52,274

TOTAL REVENUE $112,598

Expense Breakdown

Grants Paid $45,893

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,893

Other Expenses $59,852

TOTAL EXPENSES $105,745

Year-over-Year Comparison

	2019	2018	Change
Revenue	$112,598	$108,946	+0.0%
Expenses	$105,745	$89,008	+0.2%
Net Income	$6,853	$19,938	-0.7%

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

N/A

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
Elizabeth Ahrens	President	2	Officer	$0	$0	$0
Steven Cross	Past President	2	Officer	$0	$0	$0
Ashley Brower Whitney	Incoming President	2	Officer	$0	$0	$0
Terry Newton	Secretary	4	Officer	$0	$0	$0
James Wibby	Treasurer	4	Officer	$0	$0	$0
Jeff Wynder	Board Member	1	Officer	$0	$0	$0
Nikki LaDeur	Board Member	1	Officer	$0	$0	$0
Stuart Fenton	Board Member	1	Officer	$0	$0	$0
Angie Cranney	Board Member	1	Officer	$0	$0	$0
Kassia Perpich	Board Member	1	Officer	$0	$0	$0
Justin Blohm	Board Member	1	Officer	$0	$0	$0
Christian Smith	Director	1	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
2020	$112,598	$105,745	$135,050	$6,853
2019	$108,946	$89,008	$128,197	$19,938

ROTARY INTERNATIONAL