KEY WEST ROTARY CLUB FOUNDATION INC (EIN 592826669) - 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

1988

Legal Domicile

Phone

3059231689

Tax Period

2024-07-01 to 2025-06-30

KEY WEST ROTARY CLUB FOUNDATION INC, founded in 1988, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $30K, a strong 20% operating margin.

Mission

To administer funds for the educational and charitable programs of the Rotary Club of Key West, Florida, Inc.

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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 $54,835

Program Service Revenue $0

Investment Income $22,448

Other Revenue $72,708

TOTAL REVENUE $149,991

Expense Breakdown

Grants Paid $112,275

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,275

Other Expenses $7,676

TOTAL EXPENSES $119,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,991	$136,947	+0.1%
Expenses	$119,951	$88,364	+0.4%
Net Income	$30,040	$48,583	-0.4%

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

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
Scott G Oropeza	Trustee	1.00	Director	$0	$0	$0
Scott Rickert	Trustee	1.00	Director	$0	$0	$0
Roland Flowers	Trustee	1.00	Director	$0	$0	$0
Andy Griffiths	Trustee	1.00	Director	$0	$0	$0
Ron Leonard	Trustee	1.00	Director	$0	$0	$0
Becky Cobo	Trustee	1.00	Director	$0	$0	$0
Krystal Thomas	Trustee	1.00	Director	$0	$0	$0
Bascom Groom	Chairman	1.00	Officer	$0	$0	$0
Michael Browning	Secretary	1.00	Officer	$0	$0	$0
Henry Hamilton	Treasurer	1.00	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	$149,991	$119,951	$1,014,932	$30,040
2024	$136,947	$88,364	$945,088	$48,583
2023	$127,928	$97,863	$869,731	$30,065
2022	$86,916	$75,817	$784,998	$11,099
2021	$66,093	$94,449	$835,988	$-28,356
2020	$189,586	$85,843	$781,075	$103,743
2019	$80,028	$100,901	$660,368	$-20,873

KEY WEST ROTARY CLUB FOUNDATION INC