Rotary International (EIN 716066055) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1939

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Rotary International, founded in 1939, is a micro nonprofit that reported $82K in total revenue in fiscal year 2018. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $73K left a modest 10% surplus.

Mission

Promote Goodwill

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $77,794

Program Service Revenue $0

Investment Income $16

Other Revenue $0

TOTAL REVENUE $77,810

Expense Breakdown

Grants Paid $5,583

Salaries & Benefits $0

Fundraising Expenses $3,629

Program Expenses $77,209

Other Expenses $75,255

TOTAL EXPENSES $80,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,810	$87,050	-0.1%
Expenses	$80,838	$86,941	-0.1%
Net Income	$-3,028	$109	-28.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wayne Simpson	Director	4.00	Director	$0	$0	$0
Daniel McDermott	Director	4.00	Director	$0	$0	$0
Donnarae Powell	Director	4.00	Director	$0	$0	$0
Billie Dadgar	Director	4.00	Director	$0	$0	$0
Debbie Partee	Director	4.00	Director	$0	$0	$0
Steve Kincaid	Director	4.00	Director	$0	$0	$0
Jeff Venable	Past President	5.00	Officer	$0	$0	$0
Jamie Waller	Treasurer	5.00	Officer	$0	$0	$0
Steve Hardy	President	5.00	Officer	$0	$0	$0
Alisa Proctor	Secretary	5.00	Officer	$0	$0	$0
David Moore	President-Elect	5.00	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	No data	No data	No data	No data
2024	$77,810	$80,838	$33,152	$-3,028
2023	$87,050	$86,941	$36,180	$109
2022	$78,267	$88,148	$36,071	$-9,881
2021	$50,831	$49,583	$45,952	$1,248
2020	$65,916	$58,705	$44,704	$7,211
2019	$81,534	$73,114	$37,463	$8,420

Rotary International