GREEN BAY WEST ROTARY (EIN 391254434) - 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

Principal Officer

TINA FERRON

Phone

9202576095

Tax Period

2024-07-01 to 2025-06-30

GREEN BAY WEST ROTARY is a micro nonprofit that reported $23K in total revenue in fiscal year 2024. Expenses of $30K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

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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 $7,115

Program Service Revenue $0

Investment Income $0

Other Revenue $15,473

TOTAL REVENUE $22,588

Expense Breakdown

Grants Paid $9,568

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,446

Other Expenses $20,878

TOTAL EXPENSES $30,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,588	$21,538	+0.0%
Expenses	$30,446	$11,430	+1.7%
Net Income	$-7,858	$10,108	-1.8%

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
DAVID ANERSON	TREASURER, M	5.00	Officer Director	$0	$0	$0
BRUCE DEADMAN	FOUNDATION C	5.00	Director	$0	$0	$0
TINA FERRON	PRESIDENT	10.00	Officer Director	$0	$0	$0
STEVE FINLAY	DIRECTOR	5.00	Director	$0	$0	$0
KATIE HESS	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
AMANDA JOHNSON	YOUTH CHAIR	5.00	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	$22,588	$30,446	$23,509	$-7,858
2024	$21,538	$11,430	$23,749	$10,108

GREEN BAY WEST ROTARY