ROTARY INTERNATIONAL (EIN 396076866) - 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

1980

Legal Domicile

Principal Officer

Janet Werner

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL, founded in 1980, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 67% operating margin.

Mission

Rotary International's mission statement is 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 (2023)

Revenue Breakdown

Contributions & Grants $6,844

Program Service Revenue $0

Investment Income $5,864

Other Revenue $34,356

TOTAL REVENUE $47,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,500

Other Expenses $15,648

TOTAL EXPENSES $15,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,064	$63,007	-0.3%
Expenses	$15,648	$14,696	+0.1%
Net Income	$31,416	$48,311	-0.3%

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

N/A

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
Janet Warner	Prsident	3.00	Officer	$0	$0	$0
Deb McCool-cloute	President Elect	1.00	Officer	$0	$0	$0
Patrick J Beck	Treasurer	3.00	Officer	$0	$0	$0
Ellen Waldmer	Secretary	2.00	Officer	$0	$0	$0
Tom Moore	Sergeant at arms	1.00	Officer	$0	$0	$0
Charlies Urness	Vice President	1.00	Officer	$0	$0	$0
Mike Stingl	Board	1.00	Officer	$0	$0	$0
Mike Howard	Board	1.00	Officer	$0	$0	$0
Toby Tully	Board	11.00	Officer	$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	$47,064	$15,648	$76,159	$31,416
2023	$63,007	$14,696	$84,616	$48,311
2022	$66,889	$46,943	$56,737	$19,946

ROTARY INTERNATIONAL