ROTARY INTERNATIONAL (EIN 581796612) - 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

1987

Legal Domicile

Principal Officer

TAMMY GUELFO

Phone

7708455557

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL, founded in 1987, is a small nonprofit that reported $202K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $192K left a modest 5% surplus.

Mission

TO SERVE THE LOCAL AND THE WORLD COMMUNITY

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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 $121,616

Program Service Revenue $78,972

Investment Income $1,415

Other Revenue $0

TOTAL REVENUE $202,003

Expense Breakdown

Grants Paid $53,233

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,009

Other Expenses $138,332

TOTAL EXPENSES $191,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,003	$226,027	-0.1%
Expenses	$191,565	$216,923	-0.1%
Net Income	$10,438	$9,104	+0.1%

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
ROBERT SHIPPEY	FOUNDATION	Director	$0	$0	$0
PATTI SCHOETTLER	FUNDRAISING	Director	$0	$0	$0
ADA WIKINA	PRESIDENT	Officer Director	$0	$0	$0
DAVE SCHWICKERATH	ADMINISTRATION	Director	$0	$0	$0
NANCY PROCHASKA	YOUTH SERVICE	Director	$0	$0	$0
SHEILA HINES	GRANTS	Director	$0	$0	$0
DREW KANDRAC	SERGEANT-AT-ARMS	Director	$0	$0	$0
BRENDA FISCHER	SECRETARY	Officer Director	$0	$0	$0
MARIA STARR	SOCIAL MEDIA	Director	$0	$0	$0
TAMMY GUELFO	TREASURER	Officer Director	$0	$0	$0
CHRISTINA HAWKINS	SERVICE	Director	$0	$0	$0
DEB MORTON	MEMBERSHIP	Director	$0	$0	$0
MARA CLOUSON	PROGRAMS	Director	$0	$0	$0
BOB HOVEY	ADVISORY	Director	$0	$0	$0
KATHY LATHEM	SOCIAL	Director	$0	$0	$0
IMAD DAOUDI	INTERNATIONAL	Director	$0	$0	$0
JOSE GONZALEZ	SMOKE	Director	$0	$0	$0
AUDLEY KNIGHT	EXECUTIVE SECRETARY	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	$202,003	$191,565	$32,845	$10,438
2024	$226,027	$216,923	$74,802	$9,104

ROTARY INTERNATIONAL