Rotary International Union City Ro… - Form 990 Financial Data

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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

1936

Legal Domicile

Principal Officer

Tim Shanks

Phone

7318853661

Tax Period

2024-07-01 to 2025-06-30

Rotary International Union City Rotary Club, founded in 1936, is a small nonprofit that reported $105K in total revenue in fiscal year 2024.

Mission

TO PROMOTE GOODWILL AMONG BUSINESS AND COMMUNITY LEADERS

Program Service Accomplishments

Program 1

Expenses: $62,356

PERIODIC MEETINGS ARE HELD TO PROMOTE PROFESSIONAL FELLOWSHIP AND UNDERSTANDING OF BUSINESS FOR THE LOCAL COMMUNITY

Program 2

Expenses: $4,464

DONATIONS ARE MADE TO INDIVIDUALS ATTAINING HIGHER EDUCATION AND INTERNATIONAL PERSONS TO PROMOTE LOCAL AND INTERNATIONAL GOODWILL

Program 3

Expenses: $41,556

THIS IS USED TO INSURE AND SUPPLY PROGRAM ACTIVITY

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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 $104,731

Program Service Revenue $0

Investment Income $474

Other Revenue $0

TOTAL REVENUE $105,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,376

Other Expenses $108,376

TOTAL EXPENSES $108,376

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,205	$108,020	0.0%
Expenses	$108,376	$128,829	-0.2%
Net Income	$-3,171	$-20,809	-0.8%

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	Role	Reportable Comp	Other Comp	Total
Al Creswell	Treasurer	Officer	$0	$0	$0
Rance Barnes Sr	Past President	Officer	$0	$0	$0
Tim Shanks	President	Officer	$0	$0	$0
Donnie Walton	President Elect	Officer	$0	$0	$0
Kyle Ross	Secretary	Officer	$0	$0	$0
George Leake	Director	Officer	$0	$0	$0
Tyler Barker	Director	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	$105,205	$108,376	$130,058	$-3,171
2024	$108,020	$128,829	$109,224	$-20,809
2023	$114,006	$103,432	$120,193	$10,574
2022	$114,831	$95,876	$205,834	$18,955
2021	$110,556	$81,577	$174,036	$28,979
2020	$110,850	$86,361	$105,779	$24,489
2019	$111,377	$100,071	$135,735	$11,306

Rotary International Union City Rotary Club