ROTARY INTERNATIONAL (EIN 524066110) - 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

1929

Legal Domicile

Principal Officer

John Molesworth

Phone

7034093399

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL, founded in 1929, is a small nonprofit that reported $155K in total revenue in fiscal year 2023. Expenses of $190K exceeded revenue, resulting in a 23% operating deficit.

Mission

Community 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 (2023)

Revenue Breakdown

Contributions & Grants $48,326

Program Service Revenue $0

Investment Income $40

Other Revenue $106,396

TOTAL REVENUE $154,762

Expense Breakdown

Grants Paid $67,874

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,874

Other Expenses $122,145

TOTAL EXPENSES $190,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,762	$156,500	0.0%
Expenses	$190,019	$143,319	+0.3%
Net Income	$-35,257	$13,181	-3.7%

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

Independent Members

N/A

Employees

N/A

Volunteers

145

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
Lisa Coblentz	Director	3	Director	$0	$0	$0
Bill Armstrong	Director	3	Director	$0	$0	$0
Joyce Draper	Director	3	Director	$0	$0	$0
Frank Lebherz	Director	3	Director	$0	$0	$0
Ric Paxton	Director	3	Director	$0	$0	$0
Rob Skora	Director	3	Director	$0	$0	$0
Horejah Bah	Director	3	Director	$0	$0	$0
Michael McLane	Director	3	Director	$0	$0	$0
Chuck Austin	Secretary Emeritus	3	Director	$0	$0	$0
John Molesworth	President	15	Officer	$0	$0	$0
Stacey Moler	Immediate Past President	3	Officer	$0	$0	$0
Michael Planz	President-Elect	3	Officer	$0	$0	$0
Shamont Snowden	President Nominee/Program Chair	10	Officer	$0	$0	$0
Patti Hagemann	Secretary	10	Officer	$0	$0	$0
Charles Mann	Treasurer	10	Officer	$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	No data	No data	No data	No data
2024	$154,762	$190,019	$128,370	$-35,257
2023	$156,500	$143,319	$163,319	$13,181
2022	$152,276	$115,632	$149,708	$36,644
2021	$127,395	$219,440	$114,664	$-92,045
2020	$205,254	$214,577	$236,184	$-9,323
2019	$163,589	$157,296	$253,779	$6,293

ROTARY INTERNATIONAL