ROTARY INTERNATIONAL ANKENY (EIN 421143535) - 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

1973

Legal Domicile

Principal Officer

JAMES RAMSEY

Phone

5159635192

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL ANKENY, founded in 1973, is a small nonprofit that reported $237K in total revenue in fiscal year 2022. Revenue surged 92% from the prior year, signaling strong growth momentum. Expenses of $210K left a modest 11% surplus.

Mission

The Rotary Club of Ankeny exists to encourage, fund, and perform various service projects in and around Ankeny, Iowa and beyond through its affiliation with Rotary Internation, The Rotary Foundation, and Rotary District 6000.

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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 (2022)

Revenue Breakdown

Contributions & Grants $236,701

Program Service Revenue $0

Investment Income $190

Other Revenue $0

TOTAL REVENUE $236,891

Expense Breakdown

Grants Paid $99,675

Salaries & Benefits $6,000

Fundraising Expenses $68,497

Program Expenses $137,229

Other Expenses $104,501

TOTAL EXPENSES $210,176

Year-over-Year Comparison

	2022	2021	Change
Revenue	$236,891	$123,398	+0.9%
Expenses	$210,176	$114,419	+0.8%
Net Income	$26,715	$8,979	+2.0%

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

100

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

$6,000

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve SchraderBachar	President	3.00	Officer Director	$0	$0	$0
Nate Burnham	Secretary	3.00	Officer Director	$6,000	$0	$6,000
James Ramsey	Treasurer	3.00	Officer 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
2023	$236,891	$210,176	$99,251	$26,715

ROTARY INTERNATIONAL ANKENY