MIDLOTHIAN ROTARY CLUB (EIN 541266095) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Phone

8043345820

Tax Period

2024-07-01 to 2025-06-30

MIDLOTHIAN ROTARY CLUB, founded in 1983, is a small nonprofit that reported $161K in total revenue in fiscal year 2018.

Mission

ORGANIZATION OF BUSINESS LEADERS TO PROMOTE HIGHT ETHICAL STANDARDS, FOLLOW THE IDEALS SET UP BY ROTARY INTERNATIONAL AND HOLD WEEKLY MEETINGS TO DISCUSS CIVIC IDEAS AND COMMUNITY FUND RAISERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,833

Program Service Revenue $16,370

Investment Income $4

Other Revenue $36,018

TOTAL REVENUE $63,225

Expense Breakdown

Grants Paid $27,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,914

Other Expenses $33,031

TOTAL EXPENSES $60,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,225	$75,813	-0.2%
Expenses	$60,331	$73,007	-0.2%
Net Income	$2,894	$2,806	+0.0%

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

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
JARROD HOUP	DIRECTOR	10.00	Director	$0	$0	$0
FRED TAYLOR	DIRECTOR	0.00	Director	$0	$0	$0
WARD CURRIN	PAST PRESIDENT	0.00	Director	$0	$0	$0
GLEN GROAT	DIRCTOR	0.00	Director	$0	$0	$0
AC LAKE	DIRECTOR	0.00	Director	$0	$0	$0
SEAN DANOWSKI	PRESIDENT	15.00	Officer	$0	$0	$0
JARROD HOUP	SECRETARY	5.00	Officer	$0	$0	$0
BETH FITZWATER	EXECUTIVE TREASUER	10.00	Officer	$0	$0	$0
DONNIE ETZ	DIRECTOR	5.00	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	$63,225	$60,331	$79,555	$2,894
2024	$75,813	$73,007	$81,494	$2,806
2023	$59,766	$31,802	$86,288	$27,964
2022	$72,546	$132,653	$56,404	$-60,107
2021	$80,912	$56,525	$111,821	$24,387
2020	$115,320	$102,918	$88,140	$12,402
2019	$160,751	$157,191	$74,757	$3,560

MIDLOTHIAN ROTARY CLUB