Rotary International (EIN 421632616) - 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

2004

Legal Domicile

Phone

8475617179

Tax Period

2024-07-01 to 2025-06-30

Rotary International, founded in 2004, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $130K exceeded revenue, resulting in a 57% operating deficit.

Mission

LITH ROTARY CLUB IS A BENEVOLENT, CHARITABLE SERVICE ORGANIZATION AND CLUB WHICH PROVIDES HUMANITARIAN SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,860

Program Service Revenue $71,697

Investment Income $4,049

Other Revenue $0

TOTAL REVENUE $82,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,795

Other Expenses $129,771

TOTAL EXPENSES $129,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,606	$171,065	-0.5%
Expenses	$129,771	$162,830	-0.2%
Net Income	$-47,165	$8,235	-6.7%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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
WADE MERRITT	PRESIDENT	5.00	Officer	$0	$0	$0
CAROLYN MILLER	CO PRESIDENT	5.00	Officer	$0	$0	$0
LINDSAY HERRERA	DIRECTOR	2.00	Director	$0	$0	$0
JACQUELINE MERRITT	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN SWANSON	DIRECTOR	2.00	Director	$0	$0	$0
MARIA KAISER	DIRECTOR	2.00	Director	$0	$0	$0
BECKY WELTER	DIRECTOR	2.00	Director	$0	$0	$0
GREG KAISER	DIRECTOR	2.00	Director	$0	$0	$0
NICOLAS CAVARRUBIAS	DIRECTOR	2.00	Director	$0	$0	$0
MARIBEL LOZANO	TREASURER	2.00	Officer	$0	$0	$0
BETH LAGERHAUSEN	DIRECTOR	2.00	Director	$0	$0	$0
RICK LAGERHAUSEN	DIRECTOR	2.00	Director	$0	$0	$0
NICOLLE SEYMOUR	DIRECTOR	2.00	Director	$0	$0	$0
STEVE COLLELO	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN LUBICZ	DIRECTOR	2.00	Director	$0	$0	$0
MISTY MARINIER	DIRECTOR	2.00	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
2025	$82,606	$129,771	$180,523	$-47,165
2024	$171,065	$162,830	$209,206	$8,235
2023	$147,782	$137,961	$224,117	$9,821
2022	$132,695	$57,721	$206,521	$74,974
2021	$10,069	$19,364	$98,292	$-9,295
2020	$43,776	$63,026	$77,951	$-19,250
2019	$87,150	$100,137	$123,326	$-12,987

Rotary International