Rotary Club of Washington DC (EIN 530135280) - 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

1912

Legal Domicile

Principal Officer

Lynn Holec

Phone

2023318686

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Washington DC, founded in 1912, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Expenses of $229K left a modest 8% surplus.

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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 $222,406

Investment Income $9,365

Other Revenue $18,782

TOTAL REVENUE $250,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,267

Program Expenses $166,969

Other Expenses $229,460

TOTAL EXPENSES $229,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,553	$248,496	+0.0%
Expenses	$229,460	$225,390	+0.0%
Net Income	$21,093	$23,106	-0.1%

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

135

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
Sterling Hoffman	Director	2.00	Director	$0	$0	$0
Brian Blum	Director	5.00	Director	$0	$0	$0
Leopold Wildenauer	Director	2.00	Director	$0	$0	$0
Pamela Stern-Green	Director	2.00	Director	$0	$0	$0
Khaled Sabah	Director	2.00	Director	$0	$0	$0
Monica Smith	Director	2.00	Director	$0	$0	$0
Michelle Ems	Director	2.00	Director	$0	$0	$0
Alexander Tu	Director	2.00	Director	$0	$0	$0
Lisa McCurdy	Ombudsman	2.00	Director	$0	$0	$0
Dr Sam Hancock	Sergeant-at-Arms	2.00	Director	$0	$0	$0
John Kropf	Director	2.00	Director	$0	$0	$0
Yapheth Norris	Treasurer	2.00	Officer Director	$0	$0	$0
Lisa Cohen	Immediate Past President	1.00	Officer Director	$0	$0	$0
Robert Schott	President	30.00	Officer Director	$0	$0	$0
Donnie Shaw	President-Elect	2.00	Officer Director	$0	$0	$0
May OBrien	Secretary	5.00	Officer Director	$0	$0	$0
Lynn Holec	Finance Chair	2.00	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	$250,553	$229,460	$303,048	$21,093
2024	$248,496	$225,390	$297,678	$23,106
2023	$211,575	$189,648	$268,298	$21,927
2022	$144,768	$144,066	$238,937	$702
2021	$108,290	$119,102	$244,060	$-10,812
2020	$196,727	$201,741	$254,763	$-5,014
2019	$252,569	$242,454	$279,157	$10,115
2018	$290,063	$247,799	$260,329	$42,264

Rotary Club of Washington DC