CLAYTON-LADUE ROTARY CLUB INC (EIN 436050327) - 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

1924

Legal Domicile

Principal Officer

TONI SHELTON

Tax Period

2024-07-01 to 2025-06-30

CLAYTON-LADUE ROTARY CLUB INC, founded in 1924, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $44K left a modest 9% surplus.

Mission

SEE STATEMENT 3

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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 $0

Program Service Revenue $32,086

Investment Income $13,647

Other Revenue $2,810

TOTAL REVENUE $48,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,623

Other Expenses $43,963

TOTAL EXPENSES $43,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,543	$42,137	+0.2%
Expenses	$43,963	$36,603	+0.2%
Net Income	$4,580	$5,534	-0.2%

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

N/A

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
TIM DURBIN	Secretary	Director	$0	$0	$0
TONI SHELTON	President	Director	$0	$0	$0
DAVE POWERS	Director	Director	$0	$0	$0
EMILY JERNIGAN	President Elect	Director	$0	$0	$0
RICHARD MANCUSO	Director	Director	$0	$0	$0
ANDY CROSSETT	Vice President	Director	$0	$0	$0
IKE KWON	Director	Director	$0	$0	$0
LARRY LEVY	Director	Director	$0	$0	$0
ROBERT J STANIFORTH	Treasurer	Director	$0	$0	$0
KHARY FLOYD	Ex-Officio	Director	$0	$0	$0
CHARLES MCCLOSKEY	Director	Director	$0	$0	$0
CURT ITTNER	Director	Director	$0	$0	$0
MARSHALL GALLIERS	CORP AT ARMS	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	$48,543	$43,963	$152,393	$4,580
2023	$27,814	$33,341	$142,279	$-5,527
2022	$4,166	$28,396	$147,806	$-24,230
2021	$47,484	$27,671	$172,036	$19,813
2020	$34,441	$36,931	$152,223	$-2,490

CLAYTON-LADUE ROTARY CLUB INC