ROTARY INTERNATIONAL SHREVEPORT (EIN 720304248) - 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

1914

Legal Domicile

Principal Officer

MARK SNOW

Phone

3182948385

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL SHREVEPORT, founded in 1914, is a small nonprofit that reported $204K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $191K left a modest 6% surplus.

Mission

THROUGH BUSINESS RELATIONSHIPS, WE LEAD THE COMMUNITY THROUGH GOOD WORKS AND INITIATIVES TO IMPROVE THE WELLBEING OF OUR NEIGHBORS, COMMUNITIES, AND OUR WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $187,037

Program Service Revenue $15,506

Investment Income $308

Other Revenue $1,114

TOTAL REVENUE $203,965

Expense Breakdown

Grants Paid $39,200

Salaries & Benefits $27,304

Fundraising Expenses $0

Program Expenses $167,060

Other Expenses $124,857

TOTAL EXPENSES $191,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,965	$272,126	-0.3%
Expenses	$191,361	$253,025	-0.2%
Net Income	$12,604	$19,101	-0.3%

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

Volunteers

194

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

$30,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ELLIOT	DIRECTOR	2.00	Director	$0	$0	$0
JARRON HORTON	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
TIM QUINN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS HOLOMAN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN POWERS	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE BAKOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BRAINIS	SECRETARY-TREASURER	5.00	Officer	$0	$0	$0
LAWRENCE CALHOUN	IMMEDIATED PAST PRESIDENT/EXECUTIVE DIRECTOR	30.00	Officer	$0	$0	$0
MARK SNOW	PRESIDENT	20.00	Officer	$0	$0	$0
MARTHA MARAK	PRESIDENT-ELECT	20.00	Officer	$0	$0	$0
GREG LOTT	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LEIGH ANNE EVENSKY	EXECUTIVE DIRECTOR	30.00	Officer	$30,833	$0	$30,833

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	$203,965	$191,361	$106,465	$12,604
2023	$272,126	$253,025	$140,244	$19,101
2022	$304,994	$294,287	$131,896	$10,707
2021	$187,362	$236,585	$124,291	$-49,223
2020	$229,514	$272,671	$137,332	$-43,157
2019	$240,556	$270,617	$184,129	$-30,061
2018	$251,121	$243,371	$217,066	$7,750

ROTARY INTERNATIONAL SHREVEPORT