ROTARY INTERNATIONAL - SHAKOPEE (EIN 411300976) - 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

1955

Legal Domicile

Phone

9522368291

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL - SHAKOPEE, founded in 1955, is a micro nonprofit that reported $12K in total revenue in fiscal year 2023. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 684% operating deficit.

Mission

To provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its 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 $9,120

Program Service Revenue $0

Investment Income $2

Other Revenue $3,308

TOTAL REVENUE $12,430

Expense Breakdown

Grants Paid $112,106

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,100

Other Expenses $-14,699

TOTAL EXPENSES $97,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,430	$82,896	-0.9%
Expenses	$97,407	$15,445	+5.3%
Net Income	$-84,977	$67,451	-2.3%

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

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	Role	Reportable Comp	Other Comp	Total
Stephen Huber	BOARD MEMBER	Director	$0	$0	$0
Miles Lahr	Treasurer	Officer Director	$0	$0	$0
Holly Halloran	Secretary	Officer Director	$0	$0	$0
LISA RAHN	BOARD MEMBER	Director	$0	$0	$0
Libby Bergen	President	Director	$0	$0	$0
Kathy Busch	Past President	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	No data	No data	No data	No data
2024	$12,430	$97,407	$67,662	$-84,977
2023	$82,896	$15,445	$152,639	$67,451
2022	$26,838	$14,993	$85,188	$11,845
2021	$15,823	$16,958	$73,343	$-1,135
2020	$35,988	$38,851	$74,478	$-2,863
2019	$38,275	$31,135	$77,341	$7,140

ROTARY INTERNATIONAL - SHAKOPEE