ROTARY INTERNATIONALROSWELL ROTARY (EIN 586073338) - 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

1951

Legal Domicile

Principal Officer

LESLIE BASSETT

Phone

7709927671

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONALROSWELL ROTARY, founded in 1951, is a small nonprofit that reported $317K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $18,965

Program Service Revenue $297,713

Investment Income $53

Other Revenue $0

TOTAL REVENUE $316,731

Expense Breakdown

Grants Paid $11,113

Salaries & Benefits $16,500

Fundraising Expenses $0

Program Expenses $234,110

Other Expenses $293,993

TOTAL EXPENSES $321,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,731	$529,178	-0.4%
Expenses	$321,606	$471,634	-0.3%
Net Income	$-4,875	$57,544	-1.1%

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

250

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

$16,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX KAUFMAN	PRESIDENT	12.00	Officer Director	$0	$0	$0
NANCY ALTERMAN	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
LEE PATRICK	SECRETARY	5.00	Officer Director	$0	$0	$0
LESLIE BASSETT	TREASURER	5.00	Officer Director	$0	$0	$0
JAMES STONE	DIRECTOR	2.00	Director	$0	$0	$0
BOB CLARKSON	DIRECTOR	2.00	Director	$0	$0	$0
KATIE ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID WHITE	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY LOTT	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL CURLING	DIRECTOR	2.00	Director	$0	$0	$0
BECKY NELSON	DIRECTOR	2.00	Director	$0	$0	$0
HAL SCHLENGER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CARRUTH	DIRECTOR	2.00	Director	$0	$0	$0
TERRY TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
GORDON OWENS	DIRECTOR	2.00	Director	$0	$0	$0
DON HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
VICTORIA NIELSEN	DIRECTOR	10.00	Director	$16,500	$0	$16,500

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	$316,731	$321,606	$137,224	$-4,875
2023	$529,178	$471,634	$185,664	$57,544
2022	$459,741	$508,321	$233,566	$-48,580
2021	$402,385	$378,450	$91,069	$23,935
2020	$404,291	$416,573	$63,411	$-12,282
2019	$429,782	$445,408	$63,271	$-15,626
2018	$484,362	$450,331	$73,860	$34,031

ROTARY INTERNATIONALROSWELL ROTARY