ROTARY CLUB OF VIENNA

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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

1965

Legal Domicile

Principal Officer

MORGAN FINTON

Phone

7038562959

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF VIENNA, founded in 1965, is a small nonprofit that reported $312K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $284K left a modest 9% surplus.

Mission

THE ROTARY CLUB OF VIENNA PROVIDES FUNDS AND MANPOWER TO HUMANITARIAN, CIVIC, AND GOVERNMENTAL AGENCIES TO IMPROVE THE COMMUNITY WE SERVE. THE CLUB PROMOTES HIGH ETHICAL STANDARDS AMONG ITS MEMBERS AND THE COMMUNITY. THE ROTARY CLUB OF VIENNA IS A SACNTIONED MEMBER OF ROTARY INTERNATIONAL.

Program Service Accomplishments

Program 1

Expenses: $274,024

COMMUNITY PROJECTS AND ASSISTANCE TO CHARITABLE ORGANIZATIONS

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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 $93,561

Program Service Revenue $0

Investment Income $148

Other Revenue $218,305

TOTAL REVENUE $312,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $274,024

Other Expenses $284,104

TOTAL EXPENSES $284,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$312,014	$284,239	+0.1%
Expenses	$284,104	$234,504	+0.2%
Net Income	$27,910	$49,735	-0.4%

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

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
SONIA PATTERSON	PRESIDENT	12.00	Officer Director	$0	$0	$0
MARK ROGOFF	PAST PRESIDE	3.00	Officer Director	$0	$0	$0
CHRISTINE RADOMSKY	SECRETARY	5.00	Officer Director	$0	$0	$0
SHEILA BRENNAN	TREASURER	5.00	Officer Director	$0	$0	$0
MORGAN FINTON	CURRENT TREA	N/A	Officer Director	$0	$0	$0
GERRY HAMILTON	DIRECTOR AT	2.00	Director	$0	$0	$0
BRIAN BILLET	DIRECTOR AT	2.00	Director	$0	$0	$0
DIANE YOUNG	DIRECTOR AT	2.00	Director	$0	$0	$0
SCOTT BUTLER	YOUTH SERVIC	8.00	Director	$0	$0	$0
ALEJANDRO TREMOLS	ROTARY FOUND	2.00	Director	$0	$0	$0
ANN STORCK	VOCATIONAL S	4.00	Director	$0	$0	$0
KRISTYNA NEPIVODOVA	INTERNATIONA	2.00	Director	$0	$0	$0
GEORGE CREED	COMMUNITY SE	2.00	Director	$0	$0	$0
NESLI ESEN	PUBLIC IMAGE	9.00	Director	$0	$0	$0
RICHARD IRONS	MEMBERSHIP	3.00	Director	$0	$0	$0
GUNNAR SPAFFORD	VIVA VIENNA	15.00	Director	$0	$0	$0
YASMINE BONILLA	CLUB SERVICE	2.00	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	$312,014	$284,104	$343,879	$27,910
2024	No data	No data	No data	No data
2023	$283,254	$286,366	$261,984	$-3,112
2022	$200,621	$78,786	$268,067	$121,835
2021	$85,348	$24,681	$136,288	$60,667
2020	$47,010	$62,004	$63,019	$-14,994
2019	$200,177	$346,375	$77,876	$-146,198
2018	$239,981	$222,995	$58,414	$16,986