ROTARY INTERNATIONAL

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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

1985

Legal Domicile

Principal Officer

Charles Owens

Phone

7576865865

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL, founded in 1985, is a micro nonprofit that reported $45K in total revenue in fiscal year 2022. Expenses of $41K left a modest 11% surplus.

Mission

TO ENHANCE THE LIVES OF OTHERS THROUGH SERVICE

Program Service Accomplishments

Program 1

Expenses: $4,816 Revenue: $0

TO SUPPORT SERVICE ORGANIZATIONS WITH THEIR OUTREACH AND PROGRAMS

Program 2

Expenses: $2,750 Revenue: $0

TO SUPPORT ROTARY INTERNATIONAL IN THEIR WORLDWIDE PROJECTS

Program 3

Expenses: $2,000 Revenue: $0

TO SUPPORT AN INTERNATIONAL ORGANIZATION WITH THEIR OUTREACH

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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 (2022)

Revenue Breakdown

Contributions & Grants $28,875

Program Service Revenue $0

Investment Income $276

Other Revenue $16,317

TOTAL REVENUE $45,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,066

Other Expenses $40,628

TOTAL EXPENSES $40,628

Year-over-Year Comparison

	2022	2021	Change
Revenue	$45,468	$44,664	+0.0%
Expenses	$40,628	$44,279	-0.1%
Net Income	$4,840	$385	+11.6%

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
DEBRA J ALECK	IMMEDIATE PAST PRESIDENT	0	Officer	$0	$0	$0
NANCY D QUELL	TREASURER	4	Officer	$0	$0	$0
CHARLES OWENS	PRESIDENT	4	Officer	$0	$0	$0
DURAID ALNAIF	PRESIDENT ELECT	2	Officer	$0	$0	$0
DAVID STEPHENSON	SECRETARY	4	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
2023	$45,468	$40,628	$55,327	$4,840
2022	$44,664	$44,279	$51,111	$385
2021	$42,036	$41,140	$51,107	$896