ROTARY CLUB OF OMAHA (EIN 470285157) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

HEATHER LEGGE

Phone

4023420281

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF OMAHA is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $94K left a modest 5% surplus.

Mission

ROTARY CLUB OF OMAHA PROVIDES HUMANITARIAN SERVICES AND SUPPORT THROUGH THEIR WORK THROUGH ROTARY INTERNATIONAL. ROTARY'S GOAL IS TO ELIMINATE POLIO THROUGH THEIR INTERNATIONAL CAMPAIGN CALLED "POLIO PLUS".

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,478

Program Service Revenue $35,056

Investment Income $219

Other Revenue $0

TOTAL REVENUE $98,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,295

Other Expenses $94,295

TOTAL EXPENSES $94,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$98,753	$84,451	+0.2%
Expenses	$94,295	$77,134	+0.2%
Net Income	$4,458	$7,317	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

129

Independent Members

129

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCO GENTILE	MEMBER	N/A	Director	$0	$0	$0
OKLEY GIBBS	SERGENT AT A	N/A	Officer Director	$0	$0	$0
LARRY GUENTHER	IMMEDIATE PA	N/A	Officer Director	$0	$0	$0
GETCHEN HARVEY	PRES-ELECT	N/A	Officer Director	$0	$0	$0
MITCH HUNT	MEMBER	N/A	Director	$0	$0	$0
SUSAN KOESTERS	MEMBER	N/A	Director	$0	$0	$0
HEATHER LEGGE	PRESIDENT	N/A	Officer Director	$0	$0	$0
JAMES MACKIEWICZ	SECRETARY	N/A	Officer Director	$0	$0	$0
LISA TONJES MORTIZ	MEMBER	N/A	Director	$0	$0	$0
JIM STEWART	TREASURER	N/A	Officer Director	$0	$0	$0
JOSH TODD	MEMBER	N/A	Director	$0	$0	$0
MICHELLE TRAWICK	MEMBER	N/A	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	$98,753	$94,295	$91,182	$4,458
2024	$84,451	$77,134	$89,113	$7,317
2023	$74,128	$71,299	$76,570	$2,829
2022	$62,995	$61,764	$65,358	$1,231
2021	$61,078	$60,712	$45,804	$366

ROTARY CLUB OF OMAHA