ROTARY INTL - MUSKOGEE ROTARY CLUB (EIN 730560355) - 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

1913

Legal Domicile

Principal Officer

MARTIN P UPDIKE

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTL - MUSKOGEE ROTARY CLUB, founded in 1913, is a micro nonprofit that reported $59K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. Expenses of $66K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MUSKOGEE ROTARY CLUBS PURPOSE IS TO CARRY OUT THE PURPOSES OF ROTARY AS OUTLINED IN THE RPTARY RULES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $59,318

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $59,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,445

Fundraising Expenses $0

Program Expenses $65,708

Other Expenses $62,263

TOTAL EXPENSES $65,708

Year-over-Year Comparison

	2022	2021	Change
Revenue	$59,318	$65,279	-0.1%
Expenses	$65,708	$72,205	-0.1%
Net Income	$-6,390	$-6,926	-0.1%

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

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
WILLIAM TURNER	DIRECTOR	0.00	Director	$0	$0	$0
NITA MCCLELLAN	DIRECTOR	0.00	Director	$0	$0	$0
WAYNE D BUCK Sr	DIRECTOR	0.00	Director	$0	$0	$0
ED CHOATE	DIRECTOR	0.00	Director	$0	$0	$0
MELISSA GOODMAN-NISSLEY	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT ALLEN	DIRECTOR	0.00	Director	$0	$0	$0
KIM LYNCH	TREASURER	6.00	Director	$0	$0	$0
RICKY M EPPERSON	DIRECTOR	0.00	Director	$0	$0	$0
KEN HERRINGSHAW	DIRECTOR	0.00	Director	$0	$0	$0
MARTIN P UPDIKE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KIM C WILLIAMS	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
RICH J SCHAUS	SECRETARY	6.00	Officer Director Highest	$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	No data	No data	No data	No data
2023	$59,318	$65,708	$58,674	$-6,390
2022	$65,279	$72,205	$64,203	$-6,926
2021	$66,607	$51,701	$71,129	$14,906
2020	$73,761	$57,288	$56,345	$16,473
2019	$73,239	$63,207	$39,994	$10,032
2018	$84,379	$82,036	$31,831	$2,343

ROTARY INTL - MUSKOGEE ROTARY CLUB