ROTARY CLUB OF KEY WEST FLORIDA INC (EIN 596152300) - 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

2000

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF KEY WEST FLORIDA INC, founded in 2000, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $194K left a modest 12% surplus.

Mission

To provide service to others, to promote high ethical standards, and to advance understanding, goodwill, and peace through fellowship 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 (2024)

Revenue Breakdown

Contributions & Grants $187,445

Program Service Revenue $0

Investment Income $143

Other Revenue $32,120

TOTAL REVENUE $219,708

Expense Breakdown

Grants Paid $6,173

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,174

Other Expenses $188,249

TOTAL EXPENSES $194,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,708	$165,921	+0.3%
Expenses	$194,422	$192,973	+0.0%
Net Income	$25,286	$-27,052	-1.9%

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	Role	Reportable Comp	Other Comp	Total
BRITT MYERS	President	Officer Director	$0	$0	$0
RACHEL OROPEZA	Director	Director	$0	$0	$0
Sam Steele	Secretary	Officer Director	$0	$0	$0
Jason Beeman	Director	Director	$0	$0	$0
Krystin Guerra	Director	Director	$0	$0	$0
Debbie Mason	Director	Director	$0	$0	$0
JOE CASO	Vice President	Officer Director	$0	$0	$0
CATHY CRANE	Director	Director	$0	$0	$0
SEAN BRANDENBERG	Treasurer	Officer Director	$0	$0	$0
JILL CRANNEY-BLACK	Director	Director	$0	$0	$0
Megan McDowell	Director	Director	$0	$0	$0
Danielle Occhiutto	Director	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	$219,708	$194,422	$52,720	$25,286
2024	No data	No data	No data	No data
2023	$151,400	$204,057	$85,366	$-52,657
2022	$165,825	$174,503	$110,444	$-8,678
2021	$123,596	$117,674	$109,737	$5,922
2020	$134,266	$126,798	$103,842	$7,468
2019	$187,435	$214,456	$139,217	$-27,021
2018	$174,304	$171,257	$124,029	$3,047

ROTARY CLUB OF KEY WEST FLORIDA INC