ROTARY CLUB OF SARASOTA INC (EIN 596153264) - 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

1926

Legal Domicile

Principal Officer

PAM AKINS

Phone

9413665510

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SARASOTA INC, founded in 1926, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Expenses of $116K left a modest 7% surplus.

Mission

THE ORGANIZATION'S PRIMARY MISSION IS TO PROMOTE COMMUNITY AND INTERNATIONAL FELLOWSHIP AND SERVICE. THE ENTITY FOLLOWS ITS MOTTO OF SERVICE ABOVE SELF BY PROMOTING THE CONCEPT THAT WE ARE NEIGHBORS, COMMUNITY LEADERS AND GLOBAL CITIZENS UNITED FOR THE COMMON GOOD.

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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 $0

Program Service Revenue $123,430

Investment Income $1,090

Other Revenue $0

TOTAL REVENUE $124,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,500

Program Expenses $98,105

Other Expenses $115,559

TOTAL EXPENSES $115,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,520	N/A	N/A
Expenses	$115,559	N/A	N/A
Net Income	$8,961	N/A	N/A

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
ALEKSANDRA DJILAS	Director	1.00	Director	$0	$0	$0
DAN DANNHEISER	Director	1.00	Director	$0	$0	$0
WILLIAM SADLO	Director	1.00	Director	$0	$0	$0
ANTHONY CORTES	Director	1.00	Director	$0	$0	$0
MATTHEW VOSS	Director	1.00	Director	$0	$0	$0
EDWARD E HOLBROOK	Director	1.00	Director	$0	$0	$0
DAVID G BOWMAN	President	5.00	Officer	$0	$0	$0
PAMELA AKINS	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
MICHAEL RICHARDSON	Treasurer	2.00	Officer	$0	$0	$0
LOUIS SCHWARTZ	Director	1.00	Officer	$0	$0	$0
ROBERT STOBAUGH	Vice President	1.00	Officer	$0	$0	$0
SUSAN LEAVIS	Secretary	2.00	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	$124,520	$115,559	$52,378	$8,961
2024	$127,683	$117,902	$59,539	$9,781
2023	$116,675	$120,134	$45,954	$-3,459
2022	$112,701	$114,663	$26,090	$-1,962
2021	$79,321	$81,237	$30,827	$-1,916
2020	$117,644	$110,477	$31,427	$7,167

ROTARY CLUB OF SARASOTA INC