SOUTHWEST ROTARY PETS INC (EIN 562607490) - 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

2006

Legal Domicile

Principal Officer

Brett McKeand

Phone

9094994746

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST ROTARY PETS INC, founded in 2006, is a small nonprofit that reported $671K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

TO TRAIN ROTARY CLUB PRESIDENT ELECTS TO DEVELOP, OPERATE AND MAINTAIN OUTSTANDING ROTARY CLUBS

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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 $671,413

Investment Income $0

Other Revenue $0

TOTAL REVENUE $671,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $669,614

Other Expenses $673,454

TOTAL EXPENSES $673,454

Year-over-Year Comparison

	2024	2023	Change
Revenue	$671,413	$490,819	+0.4%
Expenses	$673,454	$498,950	+0.3%
Net Income	$-2,041	$-8,131	-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

100

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
Brett McKeand	Chair	5.00	Officer Director	$0	$0	$0
BARRY VALDEZ	Imm Past Chair	2.00	Officer Director	$0	$0	$0
Jamie Zinn	Director	1.00	Director	$0	$0	$0
Naomi Masuno	Treasurer	2.00	Officer Director	$0	$0	$0
Wade Nomura	Director	1.00	Director	$0	$0	$0
Bette Hall	Director	1.00	Director	$0	$0	$0
Eric Shapira	Director	1.00	Director	$0	$0	$0
David Simmer	Director	1.00	Director	$0	$0	$0
Diane Ventura-Goodyear	Director	1.00	Director	$0	$0	$0
Cisca Stellhorn	Director	1.00	Director	$0	$0	$0
Barrie Matthews	Director	1.00	Director	$0	$0	$0
Sandi Schwartz	Director	1.00	Director	$0	$0	$0
ROGER GUTIERREZ	Director	1.00	Director	$0	$0	$0
Mark Merriam	Director	1.00	Director	$0	$0	$0
Marta Brown	Director	1.00	Director	$0	$0	$0
DON CASPER	Chair Elect	1.00	Officer Director	$0	$0	$0
Makiko Nakasone	Director	1.00	Director	$0	$0	$0
Michael Soden	Director	1.00	Director	$0	$0	$0
Roy Jefferson	Director	1.00	Director	$0	$0	$0
Don Fipps	Director	1.00	Director	$0	$0	$0
Rick Powers	Director	1.00	Director	$0	$0	$0
Kevin Pitts	Director	1.00	Director	$0	$0	$0
Don Jorgensen	Director	1.00	Director	$0	$0	$0
John Redd	Director	1.00	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	$671,413	$673,454	$91,251	$-2,041
2024	$490,819	$498,950	$79,851	$-8,131
2023	$436,590	$450,007	$87,982	$-13,417
2022	$391,129	$369,847	$101,399	$21,282
2020	$385,355	$423,639	$30,698	$-38,284
2019	$391,352	$403,846	$68,982	$-12,494
2018	$361,787	$371,163	$82,616	$-9,376

SOUTHWEST ROTARY PETS INC