ROTARY CLUB OF AMES (EIN 420684983) - 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

Phone

5154508595

Tax Period

2019-07-01 to 2020-06-30

ROTARY CLUB OF AMES is a small nonprofit that reported $206K in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year.

Mission

SERVICE ABOVE SELF THROUGH CLUB, VOCATIONAL, COMMUNITY, AND INTERNATIONAL SERVICE. EMPHASIZE SERVICE ACTIVITIES BY INDIVIDUALS AND GROUPS TO ENHANCE THE QUALITY OF LIFE AND HUMAN DIGNITY. STRIVE TO BUILD A BETTER WORLD AMONG ALL PEOPLE AND SERACH FOR PEACE IN THE WORLD TO LIVE BY THE 4-WAY TEST. 1. TRUTH; 2. FAIR; 3. GOODWILL, AND BETTER FRIENDSHIPS;4.

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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 (2019)

Revenue Breakdown

Contributions & Grants $205,994

Program Service Revenue $0

Investment Income $457

Other Revenue $0

TOTAL REVENUE $206,451

Expense Breakdown

Grants Paid $71,945

Salaries & Benefits $14,213

Fundraising Expenses $0

Program Expenses $208,058

Other Expenses $121,900

TOTAL EXPENSES $208,058

Year-over-Year Comparison

	2019	2018	Change
Revenue	$206,451	$228,293	-0.1%
Expenses	$208,058	$239,464	-0.1%
Net Income	$-1,607	$-11,171	-0.9%

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

$13,000

Total Directors

$13,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARIN SEVDE	EXEC SEC TREAS	15.00	Officer Director	$13,000	$0	$13,000
JEFF JOHNSON	Director	1.00	Director	$0	$0	$0
BRIAN DIETER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JEAN KRESSE	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHAD COPLEY	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
KELSEY CARPER	PRES ELECT DESI	1.00	Director	$0	$0	$0
GEORGE BELITSOS	Director	1.00	Director	$0	$0	$0
MELISSA MCGARRY	Director	1.00	Director	$0	$0	$0
DREW KAMP	Director	1.00	Director	$0	$0	$0
THERESSA COOPER	Director	1.00	Director	$0	$0	$0
KENT FRANKENFELD	Director	1.00	Director	$0	$0	$0
DEL BLUHM	PAST DISTR GOV	1.00	Director	$0	$0	$0
DON GOERING	PAST DISTR GOV	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
2020	$206,451	$208,058	$52,590	$-1,607
2019	$228,293	$239,464	$54,972	$-11,171

ROTARY CLUB OF AMES