THE ROTARY CLUB OF APOPKA FLORIDA INC (EIN 596152312) - 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

1927

Legal Domicile

Principal Officer

DAVE ROTHFELD

Phone

4078862299

Tax Period

2018-07-01 to 2019-06-30

THE ROTARY CLUB OF APOPKA FLORIDA INC, founded in 1927, is a small nonprofit that reported $129K in total revenue in fiscal year 2018. The organization ran a surplus of $52K, a strong 40% operating margin.

Mission

TO FOSTER AND ENCOURAGE THE IDEAL OF SERVICE AS A WORTHY EFFORT IN THE APOPKA COMMUNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $51,028

Program Service Revenue $0

Investment Income $17

Other Revenue $78,452

TOTAL REVENUE $129,497

Expense Breakdown

Grants Paid $19,999

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,999

Other Expenses $57,676

TOTAL EXPENSES $77,675

Year-over-Year Comparison

	2018	2017	Change
Revenue	$129,497	$133,398	0.0%
Expenses	$77,675	$74,472	+0.0%
Net Income	$51,822	$58,926	-0.1%

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
CHRISTINE HORVAY	Vice President	5.00	Officer Director	$0	$0	$0
DAVE ROTHFELD	President	5.00	Officer Director	$0	$0	$0
MARK BOYLAN	Treasurer	5.00	Officer Director	$0	$0	$0
GARY KREISLER	Secretary	5.00	Officer Director	$0	$0	$0
JOHN RICKETSON	Director	3.00	Director	$0	$0	$0
DAVID RANKIN	Director	3.00	Director	$0	$0	$0
BILL SPIEGEL	Director	3.00	Director	$0	$0	$0
LOWELL SWANBERG	Director	3.00	Director	$0	$0	$0
DOUG GONDERA	Director	3.00	Director	$0	$0	$0
MISSY TOUCHET	Director	3.00	Director	$0	$0	$0
MICHAEL FRANKLIN	PRESIDENT-ELECT	3.00	Director	$0	$0	$0
WILLIAM DOZIER	Director	3.00	Director	$0	$0	$0
ROBERT MANLEY III	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
2019	$129,497	$77,675	$348,736	$51,822

THE ROTARY CLUB OF APOPKA FLORIDA INC