ROTARY INTERNATIONAL EDINA ROTARY CLUB C/O ELLINGSON & ELLINGSON LTD (EIN 416037589) - 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

1957

Legal Domicile

Principal Officer

JOSH SPRAGUE

Phone

9529290315

Tax Period

2017-07-01 to 2018-06-30

ROTARY INTERNATIONAL EDINA ROTARY CLUB C/O ELLINGSON & ELLINGSON LTD, founded in 1957, is a small nonprofit that reported $202K in total revenue in fiscal year 2017.

Mission

THE ROTARY CLUB OF EDINA BRINGS TOGETHER A DIVERSE GROUP OF COMMUNITY LEADERS FOCUSED ON FELLOWSHIP, MUTUAL SUPPORT AND SERVING AND IMPROVING LIVES AROUND THE WORLD UNDER THE MOTTO "SERVICE ABOVE SELF."

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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 (2017)

Revenue Breakdown

Contributions & Grants $202,009

Program Service Revenue $0

Investment Income $45

Other Revenue $192

TOTAL REVENUE $202,246

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $23,973

Fundraising Expenses $0

Program Expenses $168,556

Other Expenses $164,120

TOTAL EXPENSES $198,093

Year-over-Year Comparison

	2017	2016	Change
Revenue	$202,246	$199,807	+0.0%
Expenses	$198,093	$185,446	+0.1%
Net Income	$4,153	$14,361	-0.7%

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

150

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
JOHN FLYNN	PRESIDENT ELECT	Officer	$0	$0	$0
SAN ASATO	PRESIDENT	Officer	$0	$0	$0
ANN PLATT	PAST PRESIDENT	Officer	$0	$0	$0
JOSH SPRAGUE	TREASURER	Officer	$0	$0	$0
SAM THOMPSON	SECRETARY	Officer	$0	$0	$0
RENEE HARBERTS	SOCIAL DIRECTOR	Officer	$0	$0	$0
BRANDON AZBILL	COMMUNITY SERVICE LOCAL FU	Officer	$0	$0	$0
MARTY KUPPER	CLUB SERVICE ADMIN	Officer	$0	$0	$0
DAN HENNEN	PUBLIC IMAGE	Officer	$0	$0	$0
SHELLY LOBERG	INTERNATIONAL SERVICE	Officer	$0	$0	$0
DAVID CLYNES	ROTARY FOUNDATION	Officer	$0	$0	$0
GREG YOCH	MEMBERSHIP RECRUITMENT	Officer	$0	$0	$0
JOE ARENDS	COMMUNITY SERVICE PROGRAMS	Officer	$0	$0	$0
KIP PETERSON	YOUTH SERVICE	Officer	$0	$0	$0
PAUL PETERSON	COMMUNITY SERVICE LOCAL FU	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
2025	No data	No data	No data	No data
2018	$202,246	$198,093	$51,102	$4,153

ROTARY INTERNATIONAL EDINA ROTARY CLUB C/O ELLINGSON & ELLINGSON LTD