ROTARY CLUB OF MILWAUKEE (EIN 390579290) - 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

1913

Legal Domicile

Principal Officer

MARY MCCORMICK

Phone

4142764425

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF MILWAUKEE, founded in 1913, is a small nonprofit that reported $592K in total revenue in fiscal year 2024.

Mission

PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT

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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 $562,199

Investment Income $4,605

Other Revenue $25,077

TOTAL REVENUE $591,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $274,812

Fundraising Expenses $31,032

Program Expenses $520,936

Other Expenses $323,705

TOTAL EXPENSES $598,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,881	$565,544	+0.0%
Expenses	$598,517	$562,265	+0.1%
Net Income	$-6,636	$3,279	-3.0%

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

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

$159,267

Total Directors

$159,267

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAJ THACHENKARY	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY MCCORMICK	SECRETARY/EXECUTIVE DIRECT	40.00	Officer Director	$137,792	$21,475	$159,267
WILLIAM COLEMAN	TREASURER	5.00	Officer Director	$0	$0	$0
KENT LOVERN	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
HANNA PAUL	SERGEANT-AT-ARMS	1.00	Officer Director	$0	$0	$0
BETH FETTERLEY HELLER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KRISTIN BERGSTROM	RCM COMMUNITY TRUST TRUSTE	1.00	Officer Director	$0	$0	$0
JOHN FERGUSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN FRANKE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET KREI	BOARD MEMBER	1.00	Director	$0	$0	$0
JANAN NAJEEB	BOARD MEMBER	1.00	Director	$0	$0	$0
NATRAJ SHANKER	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDRA BRENNAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE FREDRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNE GRUNAU	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MURPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL WESTPHAL	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH DRAPER	BOARD MEMBER	1.00	Director	$0	$0	$0
JERAMEY JANNENE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH RIDLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK ROEDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE HAUSER	IMMEDIATE PAST PRESIDENT	5.00	Officer 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	$591,881	$598,517	$582,266	$-6,636
2024	$565,544	$562,265	$548,208	$3,279
2023	$545,449	$545,979	$546,952	$-530
2022	$437,082	$436,169	$540,892	$913
2021	$368,638	$367,298	$495,490	$1,340
2020	$516,899	$508,225	$508,111	$8,674
2019	$530,870	$537,395	$539,485	$-6,525

ROTARY CLUB OF MILWAUKEE