ROTARY CLUB OF MADISON (EIN 390579285) - 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

1919

Legal Domicile

Principal Officer

JASON ILSTRUP

Phone

6082559164

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF MADISON, founded in 1919, is a small nonprofit that reported $588K in total revenue in fiscal year 2024. Expenses of $565K left a modest 4% surplus.

Mission

CONNECT. GROW. SERVE. PROJECTS BASED ON THE FIVE AVENUES OF SERVICE, STRENGTHEN MEMBERSHIP, AND DEVELOP COMMUNITY.

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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 $579,779

Investment Income $7,189

Other Revenue $724

TOTAL REVENUE $587,692

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,811

Fundraising Expenses $0

Program Expenses $361,894

Other Expenses $329,631

TOTAL EXPENSES $565,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$587,692	$573,408	+0.0%
Expenses	$565,442	$546,147	+0.0%
Net Income	$22,250	$27,261	-0.2%

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

Volunteers

300

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

$131,396

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON ILSTRUP	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANTHONY GRAY	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
DEWEY BREDESON	SERGEANT-AT-ARMS	1.00	Officer Director	$0	$0	$0
TARA GRAYS	TREASURER	1.00	Officer Director	$0	$0	$0
NICK CURRAN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
BRYAN CHAN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT HAUMERSEN	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ALVAREZ STROUD	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCKAY	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE MISCHLER	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
SARA ESKRICH	DIRECTOR	1.00	Director	$0	$0	$0
MARK GREENE	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE PORTER KRATZ	DIRECTOR	1.00	Director	$0	$0	$0
JANET PIRAINO	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT REED	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MCLIMANS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB WINDING	DIRECTOR	1.00	Director	$0	$0	$0
ARELI ESTRADA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA JENKINS	EXECUTIVE DIRECTOR/SECRETARY	30.00	Officer	$117,953	$13,443	$131,396

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	$587,692	$565,442	$311,527	$22,250
2024	$573,408	$546,147	$289,277	$27,261
2023	$526,650	$515,852	$269,016	$10,798
2022	$505,977	$458,868	$258,218	$47,109
2021	$338,313	$335,169	$226,109	$3,144
2020	$522,828	$490,703	$222,965	$32,125
2019	$588,258	$597,545	$187,461	$-9,287
2018	$582,307	$579,245	$196,748	$3,062

ROTARY CLUB OF MADISON