ROTARY INTERNATIONAL

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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

1919

Legal Domicile

Principal Officer

Rob Andrew

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL, founded in 1919, is a small nonprofit that reported $124K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

CIVIC ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $62,816 Revenue: $123,561

To apply the ideal of service above self in our community and promote the advancement of international understanding, goodwill and peace through the promotion of business men and women united in the...

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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 $123,561

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $123,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $42,750

Program Expenses $62,816

Other Expenses $130,586

TOTAL EXPENSES $130,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,561	$147,069	-0.2%
Expenses	$130,586	$146,565	-0.1%
Net Income	$-7,025	$504	-14.9%

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
Shauna Stinnett	Director	1.00	Director	$0	$0	$0
Dan Barney	Director	1.00	Director	$0	$0	$0
Deana Kelly	Director	1.00	Director	$0	$0	$0
Patrick Crowe	Director	1.00	Director	$0	$0	$0
Abby Nathan	Director	1.00	Director	$0	$0	$0
Bill Blum	Director	1.00	Director	$0	$0	$0
Alice McGrew	Director	1.00	Director	$0	$0	$0
Phil Cotton	Director	1.00	Director	$0	$0	$0
Pam Andrew	Director	1.00	Director	$0	$0	$0
Hank Hartsell	Director	1.00	Director	$0	$0	$0
Steve Morren	Immediate Past President	1.00	Director	$0	$0	$0
Randy Woods	Director	1.00	Director	$0	$0	$0
Dan Schemm	Director	1.00	Director	$0	$0	$0
Michael Stinnett	Sergeant-at-Arms	1.00	Officer Director	$0	$0	$0
Teresa Collado	Executive Director	2.00	Officer Director	$0	$0	$0
Rob Andrew	President	1.00	Officer	$0	$0	$0
Liz Barfield	President-Elect	1.00	Officer	$0	$0	$0
Stephen Koranda	Secretary	1.00	Officer	$0	$0	$0
Steve Wood	Treasurer	2.00	Officer	$0	$0	$0
Liz McKown	President Nominee	2.00	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	$123,561	$130,586	$44,729	$-7,025
2023	$147,069	$146,565	$51,677	$504
2022	$108,079	$93,956	$51,336	$14,123
2021	$67,095	$70,278	$36,480	$-3,183