ROTARY CLUB OF LAKEWOOD RANCH

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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

2001

Legal Domicile

Principal Officer

JIM WINGERT

Phone

9418700002

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LAKEWOOD RANCH, founded in 2001, is a small nonprofit in the Unknown sector that reported $497K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $467K left a modest 6% surplus.

Mission

THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $449,275 Revenue: $121,185

DURING FISCAL YEAR END 2025, OUR ROTARY CLUB GAVE GRANTS TO A NUMBER OF DIFFERENT CHARITABLE ORGANIZATIONS.

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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 $331,924

Program Service Revenue $121,185

Investment Income $18,008

Other Revenue $25,577

TOTAL REVENUE $496,694

Expense Breakdown

Grants Paid $200,899

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $449,275

Other Expenses $265,928

TOTAL EXPENSES $466,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$496,694	$552,042	-0.1%
Expenses	$466,827	$545,008	-0.1%
Net Income	$29,867	$7,034	+3.2%

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

125

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
ECKHARD KUESTERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BODENBURG	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KELLE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS FEHR	DIRECTOR	1.00	Director	$0	$0	$0
RYAN J BERMS	DIRECTOR, PRESIDENT ELECT	1.00	Director	$0	$0	$0
SYBIL J PORTER	DIRECTOR, IMM. PAST PRESIDENT	1.00	Director	$0	$0	$0
ROBERT GREPLING	DIRECTOR	1.00	Director	$0	$0	$0
JO ANN SHAKON	DIRECTOR	1.00	Director	$0	$0	$0
LANG WOODY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANNE ROSS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JIM WINGERT	TREASURER	5.00	Officer Director	$0	$0	$0
MARIE THOMPSON	SECRETARY	1.00	Officer 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	$496,694	$466,827	$976,392	$29,867
2024	$552,042	$545,008	$921,215	$7,034
2023	$1,058,224	$1,024,886	$1,184,696	$33,338
2022	$348,971	$327,882	$926,755	$21,089
2021	$161,242	$93,059	$1,006,645	$68,183
2020	$540,141	$300,381	$764,104	$239,760
2019	$416,637	$249,604	$438,176	$167,033
2018	$330,988	$294,146	$324,593	$36,842