ROTARY INTERNATIONAL ASPEN ROTARY CLUB (EIN 521881591) - 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

1905

Legal Domicile

Principal Officer

ALAIN SUNIER

Phone

9709634393

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL ASPEN ROTARY CLUB, founded in 1905, is a small nonprofit that reported $352K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

COMMUNITY AND INTERNATIONAL SERVICE.

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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 $128,630

Investment Income $343

Other Revenue $222,893

TOTAL REVENUE $351,866

Expense Breakdown

Grants Paid $260,906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $337,711

Other Expenses $102,405

TOTAL EXPENSES $363,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,866	$280,114	+0.3%
Expenses	$363,311	$297,944	+0.2%
Net Income	$-11,445	$-17,830	-0.4%

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

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
ALAIN SUNIER	TREASURER	2.00	Officer Director	$0	$0	$0
JIM SHALLCROSS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MEGAN MCDEVITT	BOARD MEMBER	2.00	Director	$0	$0	$0
CINDY HIRSCHFELD	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
WARREN KLUG	BOARD MEMBER	2.00	Director	$0	$0	$0
NATHALIE CRICK	SECRETARY	2.00	Officer Director	$0	$0	$0
MEG SUNIER	BOARD MEMBER	2.00	Director	$0	$0	$0
BILL SMALL	BOARD MEMBER	2.00	Director	$0	$0	$0
SAM JOHNSTON	BOARD MEMBER	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	$351,866	$363,311	$179,192	$-11,445
2024	$280,114	$297,944	$157,244	$-17,830
2023	$273,574	$243,925	$191,908	$29,649
2022	$242,111	$186,501	$131,486	$55,610
2021	$138,934	$224,938	$83,626	$-86,004
2020	$337,594	$246,549	$189,470	$91,045

ROTARY INTERNATIONAL ASPEN ROTARY CLUB