ROTARY INTERNATIONAL SANIBEL-CAPTIVA CLUB (EIN 592298212) - 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

1986

Legal Domicile

Principal Officer

Donald McDonald

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL SANIBEL-CAPTIVA CLUB, founded in 1986, is a small nonprofit that reported $212K in total revenue in fiscal year 2023. Revenue surged 218% from the prior year, signaling strong growth momentum.

Mission

Provide service to others, promote integrity and advance world understanding, goodwill and peace through our fellowhip 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 (2023)

Revenue Breakdown

Contributions & Grants $211,526

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $211,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $110,243

Program Expenses $22,004

Other Expenses $211,526

TOTAL EXPENSES $211,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$211,526	$66,519	+2.2%
Expenses	$211,526	$68,587	+2.1%
Net Income	$0	$-2,068	-1.0%

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

100

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
Donald Russell	Director	1	Director	$0	$0	$0
Barb Ellis	Director	1	Director	$0	$0	$0
Roger Grogman	Director	1	Director	$0	$0	$0
Paul Barlo	Director	1	Director	$0	$0	$0
Annie Campbell	Director	1	Director	$0	$0	$0
Donald McDonald	President	1	Director	$0	$0	$0
Chet Sadler	Secretary	1	Director	$0	$0	$0
John Raho	Treasurer	1	Director	$0	$0	$0
Rachel Tritaik	Vice President	1	Director	$0	$0	$0
Paul Hawkins	Director	1	Director	$0	$0	$0
Gene Hardy	Director	1	Director	$0	$0	$0
David Lowden	Director	1	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
2024	$211,526	$211,526	$49,277	No data
2023	$66,519	$68,587	$44,650	$-2,068
2022	$287,640	$274,712	$46,308	$12,928
2021	$106,246	$111,470	$35,562	$-5,224
2020	$220,496	$212,549	$42,310	$7,947

ROTARY INTERNATIONAL SANIBEL-CAPTIVA CLUB