ROTARY CLUB OF WAUSAU (EIN 390892151) - 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

Legal Domicile

Principal Officer

DENIS TAN

Phone

7155510966

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF WAUSAU is a small nonprofit that reported $281K in total revenue in fiscal year 2023. The organization ran a surplus of $125K, a strong 45% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS AND GRANT PROGRAM FUNDS FOR MANY OTHER WORTHWHILE COMMUNITY PROGRAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $274,392

Program Service Revenue $3,635

Investment Income $2,725

Other Revenue $0

TOTAL REVENUE $280,752

Expense Breakdown

Grants Paid $136,059

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,071

Other Expenses $19,295

TOTAL EXPENSES $155,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,752	N/A	N/A
Expenses	$155,354	N/A	N/A
Net Income	$125,398	N/A	N/A

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
DENIS TAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA DOBSON	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
JAKE PRUNUSKE	PRESIDENT NO	1.00	Officer Director	$0	$0	$0
DEBRA TRAEDER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN OVERLAND	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN FISCHER	PAST PRESIDE	1.00	Director	$0	$0	$0
ROSEMARY BARNES	DIRECTOR	1.00	Director	$0	$0	$0
KIRK HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
PETE GUNN	DIRECTOR	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
2024	$280,752	$155,354	$143,792	$125,398

ROTARY CLUB OF WAUSAU