ROTARY CLUB OF AUSTIN Rotary International

EIN: 740493077

Austin, TX

Total Revenue
$207,707
Total Expenses
$198,446
Total Assets
$284,461
Net Assets
$96,729
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1913
Legal Domicile
TX
Phone
5124621333
Tax Period
2017-07-01 to 2018-06-30

ROTARY CLUB OF AUSTIN Rotary International, founded in 1913, is a small nonprofit that reported $208K in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $198K left a modest 4% surplus.

Mission

To encourage and foster the ideal of service as a basis for worthy enterprise and, in particular, to encourage and foster:1. The development of acquaintance as an opportunity for service;2. High ethical standards in business and professions; the recognition of worthiness of all useful occupations; and the dignifying by each Rotarian of his/her occupation as an opportunity to serve society;3. The application of the ideal of service by every Rotarian to his/her personal, business and community life;4. The advancement of international understanding, goodwill, and peace throughout the world, fellowship of business and professional men and women united in the ideal of service.

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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%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $207,674
Investment Income $33
Other Revenue $0
TOTAL REVENUE $207,707

Expense Breakdown

Grants Paid $0
Salaries & Benefits $72,202
Fundraising Expenses $0
Program Expenses $187,573
Other Expenses $126,244
TOTAL EXPENSES $198,446

Year-over-Year Comparison

2017 2016 Change
Revenue $207,707 $188,330 +0.1%
Expenses $198,446 $207,834 0.0%
Net Income $9,261 $-19,504 -1.5%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
1
Volunteers
200

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
5
$67,122
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Allison Allen Director 1.00
Director
$0 $0 $0
Harold Ingersoll TREASURER/DIREC 1.00
Officer Director
$0 $0 $0
JULIA BENKOSKI PRESIDENT-ELECT 1.00
Officer Director
$0 $0 $0
TILLERY CASTILLO Director 1.00
Director
$0 $0 $0
Dale Lowe PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
Sara Pantin President 1.00
Officer Director
$0 $0 $0
Bill Koen Director 1.00
Director
$0 $0 $0
JENNIFER OLSON Executive Dir. 40.00
Officer
$67,122 $0 $67,122
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
2018 $207,707 $198,446 $284,461 $9,261
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