Rotary International West Point (EIN 586043947) - 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

1919

Legal Domicile

Principal Officer

Julie Ambrose

Phone

3346447520

Tax Period

2024-07-01 to 2025-06-30

Rotary International West Point, founded in 1919, is a micro nonprofit that reported $16K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $15K left a modest 9% surplus.

Mission

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

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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 $16,257

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $16,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,560

Other Expenses $14,777

TOTAL EXPENSES $14,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,257	$10,560	+0.5%
Expenses	$14,777	$8,511	+0.7%
Net Income	$1,480	$2,049	-0.3%

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
Terri Kelley	President - Current	1.00	Officer	$0	$0	$0
Daniel Meadows	Vice-President - Past	1.00	Officer	$0	$0	$0
Jody Elmore	Treasurer	1.00	Officer	$0	$0	$0
Julie Ambrose	Treasurer	2.00	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
2025	$16,257	$14,777	No data	$1,480
2024	$10,560	$8,511	No data	$2,049
2023	$17,293	$19,224	$3,853	$-1,931
2022	$15,979	$10,744	$5,784	$5,235
2021	$16,520	$16,033	$593	$487

Rotary International West Point