ROTARY CLUB OF BONITA SPRINGS INC (EIN 591882094) - 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

1973

Legal Domicile

Principal Officer

JOSEPH A MURGALO JR

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF BONITA SPRINGS INC, founded in 1973, is a small nonprofit that reported $168K in total revenue in fiscal year 2024. Expenses of $151K left a modest 10% surplus.

Mission

COMMUNITY SERVICE & SUPPORT

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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 $51,397

Program Service Revenue $0

Investment Income $5

Other Revenue $116,667

TOTAL REVENUE $168,069

Expense Breakdown

Grants Paid $104,573

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,573

Other Expenses $46,726

TOTAL EXPENSES $151,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,069	$167,553	+0.0%
Expenses	$151,299	$212,433	-0.3%
Net Income	$16,770	$-44,880	-1.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH A MURGALO JR	PRESIDENT	N/A	Officer Director	$0	$0	$0
JULIE PEDRETTI	PRESIDENT-EL	N/A	Officer Director	$0	$0	$0
KELLI GROOM	SECRETARY/SG	N/A	Officer Director	$0	$0	$0
LYNDA M WATERHOUSE	TREASURER	N/A	Officer Director	$0	$0	$0
JIM BURGER	DIRECTOR	N/A	Director	$0	$0	$0
JIM FITZPATRICK	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL POFF	DIRECTOR	N/A	Director	$0	$0	$0
DONNA MARCOTTE	DIRECTOR	N/A	Director	$0	$0	$0
WENDY ARSENAULT	DIRECTOR	N/A	Director	$0	$0	$0
STEVE MCINTOSH	DIRECTOR	N/A	Director	$0	$0	$0
STEFAN GERHOLD	DIRECTOR	N/A	Director	$0	$0	$0
BOB LANDY	DIRECTOR	N/A	Director	$0	$0	$0
ANGELA V SWANEPOEL	DIRECTOR	N/A	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	$168,069	$151,299	$96,485	$16,770
2024	No data	No data	No data	No data
2023	$118,683	$78,368	$120,188	$40,315
2022	$137,967	$123,046	$82,999	$14,921
2021	$97,826	$115,266	$78,096	$-17,440
2020	$102,378	$87,837	$91,436	$14,541
2019	$109,020	$97,074	$81,129	$11,946

ROTARY CLUB OF BONITA SPRINGS INC