ROTARY CLUB OF TAMPA FLORIDA INC (EIN 590428466) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1914

Legal Domicile

Principal Officer

CONNIE GAGE

Phone

8132233394

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF TAMPA FLORIDA INC, founded in 1914, is a small nonprofit that reported $148K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $144K left a modest 3% surplus.

Mission

THE OBJECTIVE OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICES ABOVE SELF AND PROMOTE THE ROTARY FOUR-WAY TEST.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $124,360

Program Service Revenue $9,075

Investment Income $24

Other Revenue $14,752

TOTAL REVENUE $148,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,462

Other Expenses $143,610

TOTAL EXPENSES $143,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,211	$132,207	+0.1%
Expenses	$143,610	$147,572	0.0%
Net Income	$4,601	$-15,365	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN BOGOLEA	FORMER PRESI	3.00	Officer Director	$0	$0	$0
SUNNY ALEXANDER	SECRETARY	3.00	Officer Director	$0	$0	$0
DJ GOTHE	TREASURER	4.00	Officer Director	$0	$0	$0
LONNIE VEASLEY	SERGEANT-AT-	4.00	Officer Director	$0	$0	$0
CHUCK SHANBERG	DIRECTOR	3.00	Director	$0	$0	$0
JOHN FOSTER	SENIOR DIREC	3.00	Officer Director	$0	$0	$0
KEVIN FRANZESE	PRESIDENT EL	5.00	Director	$0	$0	$0
JAMIE ADAIR	DIRECTOR	3.00	Director	$0	$0	$0
LANCE KIMBALL	DIRECTOR	3.00	Director	$0	$0	$0
MATT LANE	DIRECTOR	3.00	Director	$0	$0	$0
NATHAN MARVEL	DIRECTOR	3.00	Director	$0	$0	$0
CONNIE GAGE	PRESIDENT	15.00	Officer Director	$0	$0	$0
LISA REEVES	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTY VOGEL	DIRECTOR	3.00	Director	$0	$0	$0
CAROLYN WILKINSON	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT TEACHEY	DIRECTOR	3.00	Director	$0	$0	$0
HANISHA PATEL	DIRECTOR	3.00	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	$148,211	$143,610	$47,377	$4,601
2024	No data	No data	No data	No data
2023	$146,475	$142,144	$57,071	$4,331
2022	$153,017	$165,251	$51,489	$-12,234
2021	$129,926	$139,374	$65,825	$-9,448
2018	$205,345	$171,290	$104,985	$34,055

ROTARY CLUB OF TAMPA FLORIDA INC