ROTARY INTERNATIONAL OSHKOSH ROTARY CLUB (EIN 390520365) - 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

1917

Legal Domicile

Principal Officer

TOM SIMON

Phone

9202315890

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL OSHKOSH ROTARY CLUB, founded in 1917, is a micro nonprofit that reported $61K in total revenue in fiscal year 2024. Expenses of $59K left a modest 4% surplus.

Mission

COMMUNITY SERVICE WITH THE GOAL OF IMPROVING QUALITY OF LIFE

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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 $14,407

Program Service Revenue $33,123

Investment Income $3,096

Other Revenue $10,675

TOTAL REVENUE $61,301

Expense Breakdown

Grants Paid $14,385

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,849

Other Expenses $44,193

TOTAL EXPENSES $58,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,301	$62,013	0.0%
Expenses	$58,578	$65,747	-0.1%
Net Income	$2,723	$-3,734	-1.7%

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

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
BRYAN DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON HALLER	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
SARA MUHLBAUER	SECRETARY	3.00	Officer Director	$0	$0	$0
KATHLEEN PROPP	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SENNHOLZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM SIMON	PRESIDENT	3.00	Officer Director	$0	$0	$0
ERIC SPARR	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKOLE VERGIN	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JOHN VETTE	TREASURER	1.00	Officer Director	$0	$0	$0
ALYSON ZIERDT	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	$61,301	$58,578	$90,782	$2,723
2024	$62,013	$65,747	$88,059	$-3,734
2023	$64,427	$59,987	$94,810	$4,440
2022	$117,992	$97,555	$112,600	$20,437
2021	$43,710	$38,330	$91,562	$5,380
2020	$64,446	$56,933	$83,776	$7,513
2019	$76,458	$81,572	$79,871	$-5,114

ROTARY INTERNATIONAL OSHKOSH ROTARY CLUB