ROTARY INTERNATIONAL WINCHESTER ROTARY CLUB (EIN 546053253) - 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

1921

Legal Domicile

Principal Officer

JENNY BAKER

Phone

5406620325

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL WINCHESTER ROTARY CLUB, founded in 1921, is a small nonprofit that reported $211K in total revenue in fiscal year 2018. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $300K exceeded revenue, resulting in a 42% operating deficit.

Mission

BRINGING ABOUT CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $98,309

Investment Income $96,527

Other Revenue $90,985

TOTAL REVENUE $285,821

Expense Breakdown

Grants Paid $71,615

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,995

Other Expenses $117,380

TOTAL EXPENSES $188,995

Year-over-Year Comparison

	2022	2021	Change
Revenue	$285,821	$443,571	-0.4%
Expenses	$188,995	$154,781	+0.2%
Net Income	$96,826	$288,790	-0.7%

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

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	Role	Reportable Comp	Other Comp	Total
JAIME KARALIS	PRESIDENT	Officer Director	$0	$0	$0
JENNY BAKER	PRES. ELECT	Officer Director	$0	$0	$0
JOHN LAMANNA	SECRETARY	Officer Director	$0	$0	$0
PAUL FRANK	TREASURER	Officer Director	$0	$0	$0
JOHN ELRICK	PAST PRESIDENT (EX-OFFICIO	Director	$0	$0	$0
DARCUS BRENEMAN	DIRECTOR	Director	$0	$0	$0
BOB HALL	DIRECTOR	Director	$0	$0	$0
DIANE RUCKMAN	DIRECTOR	Director	$0	$0	$0
DAN WHITACRE	DIRECTOR	Director	$0	$0	$0
DAVE MILES	DIRECTOR	Director	$0	$0	$0
JAY SMITH	DIRECTOR	Director	$0	$0	$0
DAVE SOVINE	DIRECTOR	Director	$0	$0	$0
HEATHER HOVERMALE	DIRECTOR	Director	$0	$0	$0
WILSON GILBERT	DIRECTOR	Director	$0	$0	$0
DARLA MCCRARY	DIRECTOR	Director	$0	$0	$0
CHUCK PETERSON	DIRECTOR	Director	$0	$0	$0
JENNIFER STANFORD	DIRECTOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$285,821	$188,995	$1,303,293	$96,826
2022	$443,571	$154,781	$1,211,175	$288,790
2021	$303,241	$87,062	$1,284,947	$216,179
2020	$137,649	$144,744	$784,506	$-7,095
2019	$210,735	$299,928	$762,838	$-89,193

ROTARY INTERNATIONAL WINCHESTER ROTARY CLUB